Microsoft Dynamics GP (Archived)

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

(0) Share

Report

Posted on by Community Member

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

*This post is locked for comments

I have the same question (0)

All responses (7)

Answers (0)

Bill Campbell 12 on at

Like (0)

Report

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.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

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.

Was this reply helpful? Yes No
Bill Campbell 12 on at

Like (0)

Report

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?

Was this reply helpful? Yes No
L Vail 65,271 on at

Like (0)

Report

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

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

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 ?

Was this reply helpful? Yes No
L Vail 65,271 on at

Like (0)

Report

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

Was this reply helpful? Yes No
Victoria Yudin 22,769 on at

Like (0)

Report

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.

Was this reply helpful? Yes No