I been struggling all other quotes work in this pipeline from quote to receipt , but one of the quotes i have tried everything but can get it to allocate charges to the correct places ,only if you make it accounts receivable then it shows paid in full and accept it, and you can make a receipt but never show paid in full
Anybody got any suggestions will be appreciated.
First of all, what edition (server, desktop, cloud) and version of Manager are you using?
Please post the edit screens of the transactions in question and indicate clearly the steps you take
Just to be clear:
- For the quote hat does not seem to work your edit screen is completed exactly like the others?
- You then progressed to the View screen to that quote and clicked on “Copy to new Sales Order” and completed the edit screen with exactly similar information as in the ones that did succeed?
- You then progressed to the View screen of the new Sales Order and clicked on “Copy to new Sales Invoice” and completed the edit screen with exactly similar information as in the ones that did succeed?
- You then progressed to the View screen of that Sales Invoice and clicked on “Copy to new Receiptr” and completed the edit screen with exactly similar information as in the ones that did succeed?
Please take your time and ensure that all edit screens a properly completed before progressing.
Exactly as you have stated, just the one invoice will only show paid in full if you use the accounts receivable, others won’t work, makes a receipt but invoice stays outstanding
Desktop Edition, Version 22.10.27 462
I would recommend updating manager Download | Manager because you are many versions behind. As for the issue of a receipt not being assigned to an Invoice you need to show with screenshots how you create the receipt from the invoice. Show the view and edit screens.
This sounds completely correct. Receipts against sales invoices should be posted to Accounts receivable >> Customer. You should then select the invoice, unless you want Manager to automatically assign the receipt to the unpaid invoice with the oldest due date.