I no longer see Accounts Receivable on the Summary page. I do have the Sale Invoice tab activated and visible. Please advise. Thank you.
What version are you using? What operating system? And are you desktop, server, or cloud? Accounts Receivable should still be there, third group on the left. It’s visible to me, using desktop Mac version 15.7.3, and it has been there all along, even when accounts receivable balance is zero.
I am using 15.7.3 desktop version with Windows 7. A/R disappeared from my Summary page a couple months ago.
Do I presume correctly that at some time in the past you have created a Customer under the Customers tab and issued a sales invoice to them?
Yes, I have about 40 customers in the customer tab.
And yes, the approximately 40 customers have been issued repeatedly in the past. Thanks for your help.
Your problem is beyond my understanding, then, based on what you have written. You should contact @lubos to determine what is wrong.
I forgot. Make sure you are showing Summary on accrual basis, not cash basis. Click on Set Period to determine which is currently set.
I used to have accounts receivable total under the Summary page but ever since I added Accumulative Vehicle Depretiation I doesn’t show.
Also, I no longer see the “Paid In Full” Green rectangle when I enter a paid invoice. Please advise.
Are you saying the Accounts receivable account disappeared, or that the balance does not show? If the latter, do you have any outstanding invoices?
As far as the PAID IN FULL stamp goes, are you using a custom view template or the standard invoice template? Can you upload a screen shot of an invoice you believe is displaying incorrectly?
The Accts. Rec. does exist just not displaying under the summary. Yes I do have outstanding invoices.
Now that you mentioned the Template, I did customize it to show my packing slip number. But as far as I know I did not delete anything else. This is not soooo important but is there a way to have it show again under my template?
When you customize a view template, the example HTML code that appears is not the code used to generate the default template. In fact, the default invoice template is not written in HTML. What appears is just a sample of what you might write. Many functions of the standard invoice are not included, specifically the PAID IN FULL and OVERDUE stamps. If you want those functions, you need to code them in explicitly.
If Accounts receivable is not displaying, I believe you have renamed it somehow under Chart of Accounts. But it’s impossible to offer further help without screen shots.
How do I create screen shot?
Google “screenshot Windows” or “screenshot Mac” or “screenshot Linux” or whatever.
(Google is your friend.)
If you still truly cannot figure out how to do a screenshot, point your phone at the screen and take a picture. Make sure you use a smartphone and not a landline.
Accts receivables account appears Under Assets but in Summary does not appear. This used to be the 1st quantity before I added the Accum. Depr. of the Vehicle. Please advise. Thank you.
On the Summary screen, click on the Set Period button (on top) and confirm that the Accounting method is set to Accrual basis.
Remember: Cash basis accounting, by definition, does not employ the concept of Accounts Receivable.
Thank you. That was the reason. I guess at some point I changed it the Cash basis … Thank you!!!
On a side issue, @martagisela, taxes payable are not assets. You might wish to consult an accountant about how your chart of accounts is set up.
Thank you Tut, but this was recommended by my Accountant given I am a DBA and that portion is considered a prepay to my contributions…?? I just follow orders. thank you!
I understand. This is the type of account many people would name Provision for taxes. It’s a set-aside to make sure you have enough later to pay the tax. The term payable usually implies a liability, such as sales tax you might have collected from a customer and owe to the government already. As long as you and your accountant know what it’s for and agree, it sounds fine.