# Sales Invoice Issue After Update **URL:** \ **Category:** Uncategorized\ **Created:** [March 10, 2020, 4:58am UTC](https://forum.manager.io/t/sales-invoice-issue-after-update/27315 "2020-03-10T04:58:04Z")\ **Posts on this page:** 18\ **Page:** 1
**Author:** ![Monman](https://avatars.discourse-cdn.com/v4/letter/m/7cd45c/32.png) [@Monman](https://forum.manager.io/u/Monman)\ **Post date:** [March 10, 2020, 4:58am UTC](https://forum.manager.io/t/sales-invoice-issue-after-update/27315/1 "2020-03-10T04:58:04Z")
Recently purchased new PC and downloaded and installed Manager (20.2.27 ??) . Backed up data file from old PC (16.12.55) and Added businesses on new PC. I now have a series of Sales Invoices that are showing as either Overpaid, or Overdue. All invoices are in fact paid, and I have no outstanding debtors - I guess if I add all the Overpaid & Overdue the result will be nil, but how to match them up, and how did this happen?? ---
**Author:** ![sharpdrivetek](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/sharpdrivetek/32/34244_2.png) [@sharpdrivetek](https://forum.manager.io/u/sharpdrivetek)\ **Post date:** [March 10, 2020, 5:12am UTC](https://forum.manager.io/t/sales-invoice-issue-after-update/27315/2 "2020-03-10T05:12:23Z")
the issue is because you are updating Manager from a nearly four year old version and there have been a lot of changes and added features. you can correct this by editing all your Receipts and removing the invoice numbers selected from the line item. this will allow Manager to automatically allocate the receipts to the oldest overdue invoices. ![image](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/3/1/31fec46cd1786687a753a319d6834238eec86942.png) if you have a lot of transactions then you can do a _Batch Update_ available at the bottom of the _Receipts & Payments_ tab. then delete all data under the column _Lines.Invoice_ read the guide on batch operations [Use Batch Create and Batch Update functions | Manager](https://www.manager.io/guides/9572) ---
**Author:** ![Monman](https://avatars.discourse-cdn.com/v4/letter/m/7cd45c/32.png) [@Monman](https://forum.manager.io/u/Monman)\ **Post date:** [March 10, 2020, 5:24am UTC](https://forum.manager.io/t/sales-invoice-issue-after-update/27315/3 "2020-03-10T05:24:11Z")
OK thanks - I’ll give that a go. ---
**Author:** ![itmoto](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/itmoto/32/12177_2.png) [@itmoto](https://forum.manager.io/u/itmoto)\ **Post date:** [March 10, 2020, 9:51am UTC](https://forum.manager.io/t/sales-invoice-issue-after-update/27315/4 "2020-03-10T09:51:05Z")
I too had an issue with under/over payments some time ago but my problem was down to not allocating the transaction to a particular invoice/s and letting the system auto allocate. To rectify I allocated the transaction to the particular invoice/s. @Monman, I would suggest make a backup first then check if the transaction was auto allocated or not. Please give your findings as it may help users who haven’t updated the program for some time. ---
**Author:** ![Joe91](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/joe91/32/35781_2.png) [@Joe91](https://forum.manager.io/u/Joe91)\ **Post date:** [March 10, 2020, 10:17am UTC](https://forum.manager.io/t/sales-invoice-issue-after-update/27315/5 "2020-03-10T10:17:36Z")
> [@itmoto](#): > > Please give your findings as it may help users who haven’t updated the program for **some time**. I think 4 years is beyond “some time” - I understand users do not want to update every day or week, but they should be encouraged to update on a regular basis - every 3-6 months at least via a message or reminder. But then this isn’t a totalitarian society (yet 😉) so I suppose we will have to continue with topics such as this ---
**Author:** ![itmoto](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/itmoto/32/12177_2.png) [@itmoto](https://forum.manager.io/u/itmoto)\ **Post date:** [March 10, 2020, 10:25am UTC](https://forum.manager.io/t/sales-invoice-issue-after-update/27315/6 "2020-03-10T10:25:43Z")
Very true @Joe91, I tend to update when I know I have a few days free incase of any issues and have time, my last update seems like yesterday but is 4 months ago, how time flys! ---
**Author:** ![Joe91](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/joe91/32/35781_2.png) [@Joe91](https://forum.manager.io/u/Joe91)\ **Post date:** [March 10, 2020, 10:27am UTC](https://forum.manager.io/t/sales-invoice-issue-after-update/27315/7 "2020-03-10T10:27:15Z")
You said version 16.12.55 which is 4 years not 4 months old ---
**Author:** ![Monman](https://avatars.discourse-cdn.com/v4/letter/m/7cd45c/32.png) [@Monman](https://forum.manager.io/u/Monman)\ **Post date:** [March 10, 2020, 10:30am UTC](https://forum.manager.io/t/sales-invoice-issue-after-update/27315/8 "2020-03-10T10:30:00Z")
He didn’t say 16.12.55 🙄 ---
**Author:** ![Monman](https://avatars.discourse-cdn.com/v4/letter/m/7cd45c/32.png) [@Monman](https://forum.manager.io/u/Monman)\ **Post date:** [March 10, 2020, 10:37am UTC](https://forum.manager.io/t/sales-invoice-issue-after-update/27315/9 "2020-03-10T10:37:31Z")
I’m hearing you @itmoto - I’m firmly against auto allocation of Debtor invoices on a number of different levels, although in most instances the receipts have been auto- allocated. @sharpdrivetek - had a quick play with the batch update procedure. A number of impressions:- 1/. Can I suggest the HowTo/Tutorial for the use of the batch process would be next to useless for anyone without considerable experience in data manipulation. 2/. Data appearing in the spreadsheet is unrecognizable - eg Bank Account “Bank SA” becomes “ba1db606-4119-4af3-99bb-f6cc5bbbe449” !!! 3/. Once I’d deleted all the Lines.Invoice data for Receipts, and copied back to Manager, it has not solved the issue of unallocated invoices/receipts ---
**Author:** ![Patch](https://avatars.discourse-cdn.com/v4/letter/p/a183cd/32.png) [@Patch](https://forum.manager.io/u/Patch)\ **Post date:** [March 10, 2020, 10:53am UTC](https://forum.manager.io/t/sales-invoice-issue-after-update/27315/10 "2020-03-10T10:53:16Z")
This may help [How to batch import in manager - #11 by Patch](https://forum.manager.io/t/how-to-batch-import-in-manager/24785/11) ---
**Author:** ![Monman](https://avatars.discourse-cdn.com/v4/letter/m/7cd45c/32.png) [@Monman](https://forum.manager.io/u/Monman)\ **Post date:** [March 10, 2020, 11:00am UTC](https://forum.manager.io/t/sales-invoice-issue-after-update/27315/11 "2020-03-10T11:00:39Z")
Thanks Patch - I’ll muse over that over a coffee tomorrow - certainly not the simplistic export out/manipulate/export in procedure led to believe in the ‘How To’ … ---
**Author:** ![Joe91](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/joe91/32/35781_2.png) [@Joe91](https://forum.manager.io/u/Joe91)\ **Post date:** [March 10, 2020, 11:11am UTC](https://forum.manager.io/t/sales-invoice-issue-after-update/27315/12 "2020-03-10T11:11:16Z")
First post ![image](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/8/d/8d35c8e0ba2b6a08cd53b1eb516bbdc4d14a8612.png) ---
**Author:** ![Monman](https://avatars.discourse-cdn.com/v4/letter/m/7cd45c/32.png) [@Monman](https://forum.manager.io/u/Monman)\ **Post date:** [March 10, 2020, 11:48am UTC](https://forum.manager.io/t/sales-invoice-issue-after-update/27315/13 "2020-03-10T11:48:41Z")
OK - so any other ideas on how I can get these allocated?? ![image](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/e/7/e761ddcee8ec16d2c49ca09a17c2161b55a21acd.png) ---
**Author:** ![Joe91](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/joe91/32/35781_2.png) [@Joe91](https://forum.manager.io/u/Joe91)\ **Post date:** [March 10, 2020, 12:24pm UTC](https://forum.manager.io/t/sales-invoice-issue-after-update/27315/14 "2020-03-10T12:24:16Z")
It isn’t clear what list that screen came from Can you drill down on from the customer balance account which will show a list of the invoices and payments in chronological order? You may have to re-allocate the payments to specific invoices or delete and re-enter them so that the automatic allocation work correctly ---
**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\ **Post date:** [March 10, 2020, 1:10pm UTC](https://forum.manager.io/t/sales-invoice-issue-after-update/27315/15 "2020-03-10T13:10:27Z")
> [@Monman](#): > > Can I suggest the HowTo/Tutorial for the use of the batch process would be next to useless for anyone without considerable experience in data manipulation. Yes, you can; and yes, that’s true. Depending on what you are updating, the process can be quite simple. But it can also be impenetrable. > [@Monman](#): > > Data appearing in the spreadsheet is unrecognizable Indeed. These are UUID’s and are not unique to bank accounts. They also appear for customers, suppliers, employees, tax codes, and other things. The simple fact is that batch operations are not for the inexperienced. Nor are they necessary to accomplish any task. Everything they can do can be done by straightforward manual editing. > [@Monman](#): > > Once I’d deleted all the Lines.Invoice data for Receipts, and copied back to Manager, it has not solved the issue of unallocated invoices/receipts You should not have expected that to have any effect on overpayments or overdue statuses. That information is unrelated. > [@Monman](#): > > OK - so any other ideas on how I can get these allocated?? Read this Guide for ideas: [https://www.manager.io/guides/12951](https://www.manager.io/guides/12951). Based on what you have shown, I think automatic allocation of all your payments will create more problems than it solves. Every one of your overpaid sales invoices is the result of a deliberate allocation of a receipt to that invoice (possibly after an auto-allocation, but always as a result of a deliberate allocation). Overpayment can never be initially caused by auto-allocation. Since you prefer direct allocation anyway, your recovery process will be to View the overpaid invoices and look at the mini-statements at the bottom (a new feature with your update). This will show you exactly which receipts were applied. Then you can allocate those. If everything is truly in balance as you say, when you finish this process you will have no overpaid or overdue invoices. ---
**Author:** ![Monman](https://avatars.discourse-cdn.com/v4/letter/m/7cd45c/32.png) [@Monman](https://forum.manager.io/u/Monman)\ **Post date:** [March 10, 2020, 10:03pm UTC](https://forum.manager.io/t/sales-invoice-issue-after-update/27315/16 "2020-03-10T22:03:43Z")
Cheers Tut - I’ll give that a crack. Thanks for your patience … ---
**Author:** ![Monman](https://avatars.discourse-cdn.com/v4/letter/m/7cd45c/32.png) [@Monman](https://forum.manager.io/u/Monman)\ **Post date:** [March 16, 2020, 3:40am UTC](https://forum.manager.io/t/sales-invoice-issue-after-update/27315/17 "2020-03-16T03:40:32Z")
Finally got time to get back to this today. I’ve got x3 Business’s running in Manager - the invoice allocation issue as a result of upgrading appearing in all 3 databases. I found the most simplistic method to correct the issue was to run the Customers screen by each individual Debtor, sorting by status, then screen dumping the result. Then process what I’d call an allocation adjustment Journal for each status line of Overpaid and Overdue, resulting of course in a zero total Journal. Voila - all fixed. And Tut’s spot on - the suggestion that deleting all Invoice Numbers from receipts and thinking Manager would ‘Autoallocate’ failed miserably, and resulted in a “dog’s breakfast”. ---
**Author:** ![Ealfardan](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/ealfardan/32/63166_2.png) [@Ealfardan](https://forum.manager.io/u/Ealfardan)\ **Post date:** [January 18, 2023, 2:56pm UTC](https://forum.manager.io/t/sales-invoice-issue-after-update/27315/18 "2023-01-18T14:56:25Z")