DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Sales invoice


#1

When I create a sales invoice it
has started saying payed in full it didn’t used to do this how do I stop it? Please help


#2

are you using a custom theme or plain?

  1. go to settings on the left

  2. click on ‘Themes’

  3. find the theme you are using in your invoice (plain for none)

  4. click on edit

  5. if you see code:
    5a) scroll through the code to the bottom and you should see :

     <tr>
         <td colspan="99"> 
             {% if emphasis.text != null and emphasis.positive %}
             <div style="text-align: center; margin-top: 40px"><span style="color: #006400; border-width: 5px; border-color: #006400; padding: 10px; font-size: 20px">{{ emphasis.text | upcase }}</span></div>
             {% endif %}
    
             {% if emphasis.text != null and emphasis.negative %}
             <div style="text-align: center; margin-top: 40px"><span style="color: #FF0000; border-width: 5px; border-color: #FF0000; padding: 10px; font-size: 20px">{{ emphasis.text | upcase }}</span></div>
             {% endif %} 
        </td>
     </tr>
    

you can comment this out by adding <!-- to the start (like so < !-- < tr> [no spaces]) and finishing the comment by placing --> after </ tr> (like so </ tr> --> [again no spaces])
You can also delete just that part of code (above).

5b) If you don’t see code but instead you are using the plain theme click ‘copy to’ button above it and create a new theme naming it what you wish. Then follow steps at 5a.

If money is owing on the invoice then the ‘paid in full’ and ‘overdue’ shouldn’t show up so check that you have a money amount in the invoice.

Note: you can also add this code to a custom theme if you want the ‘paid in full’ and ‘overdue’ notices.

hope this helps.


#3

It sounds more like a problem with the customer’s account than a printing problem


#4

It sounds like the customer involved has a credit balance. That balance will be used to pay new invoices. For some background, read the Guide: https://www.manager.io/guides/10355. If that doesn’t answer your question, you need to furnish more information, including posting screen shots of both the Edit and View screens of a sales invoice that displays this behavior.


#5

As well as showing all paid in full when I create a sales invoice it will credit the gross sum then it must think all is paid. It’s got me baffled and in a mess any help would be greatly appreciated


#6

If it is only recent, it’s not that bad, only when it goes unchecked.

I would consolidate with your bank statements, focusing on that clients payments, and check against all invoices for that client. There may be an entry error crediting that client on an invoice, or there may be a duplicate entry of bank transactions entered into the system.

Click on accounts and in the far right column click on the date for having the system consolidate your records to your bank statement step by step. Read each page carefully for the instructions. This may take a while or it may be short so put some time aside to do that.

Another way, may or may not be quicker, is to print out your bank statements, highlight the clients payments and find them in your system, making sure they match, not duplicated and in the right account. Then use the method above and it should zoom through it if you fixed the problem and you do it regularly.


#7

First, you need to post the screen shots I requested earlier. Asking for help without providing information will not solve your problem.