Virtual meetup: How to Win and Retain Clients by Automating Communication. Register now.

Issue: Invoice Payments Report uses first in first out method, causing same Line Items to be allocated twice in some instances

Issue:

Environment:

  • Invoice Payments Report pays same Bill Line Items twice when run for two Date Ranges that both have different payments in them

Additional Information:

n/a 

Cause:

The Invoice Payments Report always pays the first-created Line Items first. As a result, when a Bill has two or more payments applied, and the report is run for two date ranges (the first of which includes one payment, and the second which includes another), the same Line Items are shown as paid in both reports. 

Workaround:

When a Bill has multiple payments, use a date range that includes all payments.

 
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality