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  #1  
Old 03-15-2017, 07:05 AM
Froot Froot is offline
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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?
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  #2  
Old 03-16-2017, 05:04 AM
Rustler Rustler is offline
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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
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Old 03-16-2017, 05:16 AM
Froot Froot is offline
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Thank you for your reply,

Any ideas on how to go about fixing it?
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  #4  
Old 03-16-2017, 06:39 AM
Joe Williams Joe Williams is offline
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Check the memorized trans. list and see if that customer is listed either singly or in a group. Delete all occurrences.
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  #5  
Old 03-16-2017, 07:05 AM
Froot Froot is offline
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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.
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  #6  
Old 03-18-2017, 04:25 AM
Rustler Rustler is offline
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When you say , entering the days group transactions, what does that entail?
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  #7  
Old 03-21-2017, 08:11 AM
Froot Froot is offline
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Quote:
Originally Posted by Rustler View Post
When you say , entering the days group transactions, what does that entail?
Ok so in our Memorised Transactions things are grouped like this below:

MONDAY
customer 1
customer 2
customer 3
etc

TUESDAY
Customer 1
customer 2
etc

WEDNESDAY
Customer 1
customer 2
etc

and so on and so forth. Each customers standing order has been added to the group of transactions for whichever day they want their order weekly.

When we enter our mondays group of transactions for example:

Go into the memorised transaction list. Find the MONDAY group and double click on the bold heading MONDAY.

A little box pops up asking for the date you want to enter the transactions, we check the date and click "ok".

It then pops up a box to say that the transactions have been entered.

I then go to "file", "print forms" and "invoices" and it prints out however many invoices were in the MONDAY group of transactions.

We group them because there are rather a lot of transactions memorised for each day and this way it's a massive time saver, rather than having to find enter each individual invoice whilst remembering which day they had been requested for.

Hope this helps.
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  #8  
Old 03-22-2017, 04:55 AM
Rustler Rustler is offline
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Good use of the group function and a nice explanation

If the transaction is not in any group, and it is still being processed, when you examine the incorrect transaction is it consistent to one one day? Is this a stand alone computer or a net work situation?

In Desktop, back up the file then use the main menu File>Utilities>Rebuild and run it as many times as necessary (but at least 3 times) until it completes, then run verify (if there are still errors run rebuild again), then close QB and re-open it and see if it helped
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  #9  
Old 03-22-2017, 05:17 AM
Froot Froot is offline
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Quote:
Originally Posted by Rustler View Post
Good use of the group function and a nice explanation

If the transaction is not in any group, and it is still being processed, when you examine the incorrect transaction is it consistent to one one day? Is this a stand alone computer or a net work situation?

In Desktop, back up the file then use the main menu File>Utilities>Rebuild and run it as many times as necessary (but at least 3 times) until it completes, then run verify (if there are still errors run rebuild again), then close QB and re-open it and see if it helped
Yes it is consistent, it only happens on Wednesdays (the transaction was in the Wednesday group) and it is a small network of computers.

I have been told by my colleague this morning that it did not generate an invoice today, I'm not sure yet if one of our other colleagues have managed to work around it or if it has inexplicably just stopped generating... will ask the rest of the office but either way I'm glad it's fixed if still completely baffled!

Thanks everyone who posted trying to help!
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