Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics GP (Archived)

SOP Invoice - Show customer overall outstanding payments and balance on invoice is this possible even on a history invoice.

Posted on by Microsoft Employee

Is there away to show all credits or payments and outstanding balance on a customers invoice. 

*This post is locked for comments

  • Victoria Yudin Profile Picture
    Victoria Yudin 22,766 on at
    RE: SOP Invoice - Show customer overall outstanding payments and balance on invoice is this possible even on a history invoice.

    We've done this and many much more complicated things on invoices with Crystal Reports. However, for that, you also need something like our GP Reports Viewer to replace the GP invoice report with your Crystal Report.

  • L Vail Profile Picture
    L Vail 65,271 on at
    RE: SOP Invoice - Show customer overall outstanding payments and balance on invoice is this possible even on a history invoice.

    You can show the total, but not the individual payment/invoice detail.

    I think this is the third time I've seen this question posted in the last couple of weeks. A couple of them I think were from you. You'll be better served to just post it once and clear up any specifics as part of the thread.

    Kind regards,

    Leslie

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: SOP Invoice - Show customer overall outstanding payments and balance on invoice is this possible even on a history invoice.

    We only send invoice out once a month. So if they have a unpaid balance from previous month or any balance then I want it to be included in the Customer Total Balance  less any payments on account.  We used to use quick books and it was so easy on a Qbooks invoice. This is an example

    Click on the link

    http://imgur.com/nN6QNlP

    Can we do this on a history invoice ?

  • L Vail Profile Picture
    L Vail 65,271 on at
    RE: SOP Invoice - Show customer overall outstanding payments and balance on invoice is this possible even on a history invoice.

    Gillian,

    It's easy to put the total without specific doc number detail. You can include on order amounts too. What will show up is the state of the world when the invoice was printed. You won't get the detail like a statement on the invoice. A better man than me could probably get it to work, but that's a job I wouldn't even attempt.

    Kind regards,

    Leslie

  • Bill Campbell Profile Picture
    Bill Campbell 22,647 on at
    RE: SOP Invoice - Show customer overall outstanding payments and balance on invoice is this possible even on a history invoice.

    So, when a customer invoice is issued you want to see that invoice amount, the amount appied to that invoice and then the 'total remaining' balance for the customer, or just for that specific Invoice?

    If that is the case, post a clip of your INVOICE document now - with the way it prints, and it should include details.

    If you want to see the 'remaining' balance for ALL Other outstanding invoices for a Customer each time a new invoice is generated, that could be pretty confusing, unless there is only one invoice per month?  I should have asked that first - how often do you send invoices to clients?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: SOP Invoice - Show customer overall outstanding payments and balance on invoice

    I wish I could use the statement our customers like seeing the

    Invoice total $34.95

    Payments/credit   (20.00)

    Customer balacnce  14.95    but if they have additional invoice dues it would be also added into the customer balance.

  • Bill Campbell Profile Picture
    Bill Campbell 22,647 on at
    RE: SOP Invoice - Show customer overall outstanding payments and balance on invoice

    Just jump on this and suggest that this is the function of the statement.  But rational mind says you might be able to cobble something together from the Customer Summary where you would find their details.

    I don't have the report writer in front of me, but I think all of this can be linked to the invoice.  Not sure I would, but you most likely can.

    I would stick with the Statements option if that is possible.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans