Advertise here    

QuickBooks Forums      

Go Back   QuickBooks Forums > QuickBooks Software Support > QuickBooks Enterprise Edition Forum

Reply
 
Thread Tools Rate Thread Display Modes
  #1  
Old 03-15-2017, 07:05 AM
Froot Froot is offline
Registered User
 
Join Date: Mar 2017
Posts: 5
Deleted memorised transaction still generating invoice

I'm not sure if this is in the right subsection, if not sorry! Mods please feel free to move it to the right one.

We group memorised transactions by day of the week for customers' standing orders. One of our customers recently asked to cancel their standing order so we deleted the memorised transaction by going to the group and right clicking and deleting that particular memorised transaction.

Now however when we enter that days grouped transactions it still generates an invoice for the standing order that was deleted.
It doesn't print out when you use the "print forms" option but if you scroll back through the invoices it is there and we are having to remember to manually void the invoice as no longer required.

Can anyone please help and explain how to stop it from doing this?
Reply With Quote
  #2  
Old 03-16-2017, 05:04 AM
Rustler Rustler is offline
Registered User
 
Join Date: Feb 2008
Location: Texas - The Republic
Posts: 2,177
Deleting the memorized transaction only stops it from coming up per the schedule you set.

we enter that days grouped transactions it still generates an invoice for the standing order that was deleted.

That is where I would look, QB only does what you tell it to, some part of those grouped transactions is telling QB to charge the customer
Reply With Quote
  #3  
Old 03-16-2017, 05:16 AM
Froot Froot is offline
Registered User
 
Join Date: Mar 2017
Posts: 5
Thank you for your reply,

Any ideas on how to go about fixing it?
Reply With Quote
  #4  
Old 03-16-2017, 06:39 AM
Joe Williams Joe Williams is offline
Registered User
 
Join Date: Jan 2006
Location: Oklahoma
Posts: 9,346
Check the memorized trans. list and see if that customer is listed either singly or in a group. Delete all occurrences.
__________________
Joe Williams
joewilliams@wavelinx.net
Piedmont, Ok
Reply With Quote
  #5  
Old 03-16-2017, 07:05 AM
Froot Froot is offline
Registered User
 
Join Date: Mar 2017
Posts: 5
Hi Joe,

That is the problem the customer no longer appears in the memorised transaction list either grouped or singly since I deleted the transaction but it is still generating an invoice.
Reply With Quote
  #6  
Old 03-18-2017, 04:25 AM
Rustler Rustler is offline
Registered User
 
Join Date: Feb 2008
Location: Texas - The Republic
Posts: 2,177
When you say , entering the days group transactions, what does that entail?
Reply With Quote
Reply

Bookmarks
Bookmark and Share
Thread Tools
Display Modes Rate This Thread
Rate This Thread:

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is Off
HTML code is On

Forum Jump


All times are GMT -5. The time now is 08:12 AM.


 

Powered by vBulletin® Version 3.8.4
Copyright ©2000 - 2017, Jelsoft Enterprises Ltd.
All contents copyright (c) by AccountingUsers Inc.