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Old 01-05-2018, 10:15 PM
matjohn matjohn is offline
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Join Date: May 2013
Posts: 8
On-screen and emailed invoice disagree

QB 14:
A customer has a credit that is used on a new invoice, partially offsetting the monthly charge. The screen version of the invoice credits the customer and reflects an updated & reduced balance due. The emailed invoice shows the usual, full, monthly charge as the balance due, without accounting for the credit.??? But the customer statement accurately reflects the credit.

I tried voiding the invoice which, on screen, just removed the regular monthly charge and left a negative credit. Voiding that was not an option, so I deleted it and the credit went back into the customer's account. I tried invoicing the customer again and got the same result.

Invoicing another customer with a credit in excess of the monthly charge went off without a hitch. The on screen calculations and email version agree and both on-screen and emailed versions are stamped PAID.

Stumped! Thanks for any ideas in advance.
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