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Issue: Total Amount Outstanding section of the Statement of Account Summary on Bill, shows a balance owing that equals the interest amount.

Issue:

  • Statement of Account sometimes do not reflect credit notes when there interest is on the Bill

Environment:

  • Clio Web App

Additional Information:

  • When a customer has the Statement of Account turned on in their Bill Theme and also has interest on a given invoice, credit notes will sometimes not change some Statement of Account numbers. This is inconsistent with behaviour on Bills that do not have interest, where credit notes will consistently reduce "Payments Received" and "Total".

Cause:

Not yet diagnosed

Workaround:

  1. Remove Credit Note from Bill
  2. Edit Bill > Remove Interest
  3. Add Product item for total Interest amount
  4. Save invoice
  5. Add Credit Note for Interest amount

 

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