The advance payment received against an order not reflecting in customer statement
Please be realistic. How can you expect meaningful responses when you have provided no information about your situation? Describe your actions in detail. Furnish screen shots of relevant Edit screens of transactions and reports.
1 Like
Advance payments can only be made to sales invoices NOT sales orders, see guides at https://www.manager.io/guides/7022. As @Tut says your information is totally inadequate to give any further meaningful advise. You obviously expected a result, i.e. some payment reflecting in customer statement, but you did not explain your actions.
Please find the screen shot of my queries. The payment received before i make sales invoice, when i entered the receipt against the customer with the material to be supplied, when i made the invoice it doe snot reflect against it nor reflecting the statement.
You need to show the edit screens, not the view screens of the Receipt and the Sales Invoice
The receipt you showed is not assigned to Invoice 00280. Also the Invoice was created after the Receipt which is impossible. As a new user you are advised to study the guides on invoices, payments, receipts, etc.
Of course you can enter a receipt before the sales invoice is issued - it’s a deposit or advance payment by the customer
But we need to see the edit screens of the Receipt and Sales Invoice to see what has been done incorrectly
Yes but it needs to be assigned to that invoice!
That’s why I asked to see the edit screens of the transactions in question - otherwise I have no idea what information you entered on the transactions
The view screens do not show the relevant pieces of information
See https://www.manager.io/guides/7093
Note: * Do not select anything in the
Itemfield, even if the deposit is for an inventory or non-inventory item.
This receipt is what is considered a cash sale. I.s.o. the items you should select Accounts Receivable in the Account entry field and leave the Invoice entry field on Automatic.
And, as @eko already suggested, as a new member you should start by reading the Guides, and the Forum Rules/FAQ.
Any transaction like Sales, payment receipt, sales return, must reflect in the customer statement,
This is a Receipt for a cash sale not a Receipt for an advance payment
Cash Sales never appear in a customer statement.
Customer Statement only have Sales Invoices, Debit Notes, Receipts and payments on a customer account
Mark has shown you how to record an advance payment
1 Like
Again, even @Mark’s advise is not following the easy explanation in the guides https://www.manager.io/guides/7093
So let’s stop this discussion until @pradeepk67 starts reading and implementing the guides. As a new user @pradeepk67 you really should first follow the guides and only post and discuss here when you have tried properly. This frankly is against the forum rules and a waste of our time.
1 Like
Yes now resolved the issue, thanks for the Manger team for helping the issue, in future i will try properly to find solutions myself before posting the queries, once again sorry for inconvenience caused by me.
3 Likes