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salves9
January 23, 2020
Question

Customer invoices: Receiving payments

  • January 23, 2020
  • 1 reply
  • 0 views

I have a job site that will not pull up in receive payments?  I have it categorized as a sub category under the builders name like all the other job sites.  But for some reason when I go to apply a payment it won't show those invoices?  They are still showing unpaid but I have to do a separate payment to get them paid.  What am I doing wrong?  Why won't this one job pull up in recieve payments?  All the other job sites do

1 reply

Adrian_A
Adrian_A
January 23, 2020

It's possible you've selected the Bill this customer option, salves9.

 

The open invoice won't show once you select to bill the transaction to the sub-customer. Then, you enter the parent name when receiving the payment. You can verify this by going to the sub- customer's profile. Here's how:

 

  1. Select Customers from the Sales tab.
  2. Select your sub-customer.
  3. Verify the Bill this customer option under the Is sub-customer section.
  4. Click Save.

 

If you bill the sub-customer, make sure to select their name when recording the payment.

 

Please don't hesitate to let me know if you have other questions. I'll get back to you as soon as possible.

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