Customer trading terms
Posted: Tue Jun 10, 2008 10:38 pm
We have most of our customers set up on 30 day terms with monthly ageing, but to us this means 30 days from end of month. However, when we run a 202 Customer Balances report, or when we run overdue letters using the template OVERDUE.STY May invoices are appearing as overdue.
We tried changing the customer to 60 day terms and running automatic repairs, recalculating the customers and recalculating invoicing. This had no effect on the ageing.
We then changed the due dates on the individual May invoices to 01/07/08. Again we ran the automatic repairs, recalculated customers and invoicing. Again this had no effect on the ageing.
How can we get our existing customer invoices to age correctly?
If we change them to 60 days for new invoices will this make them all age correctly in future?
Also, the default account total field on overdue.sty was sometimes giving strange account balances that didn't match up with the customer's actual balance. Replacing the field with GTOTAL solved the problem.
We tried changing the customer to 60 day terms and running automatic repairs, recalculating the customers and recalculating invoicing. This had no effect on the ageing.
We then changed the due dates on the individual May invoices to 01/07/08. Again we ran the automatic repairs, recalculated customers and invoicing. Again this had no effect on the ageing.
How can we get our existing customer invoices to age correctly?
If we change them to 60 days for new invoices will this make them all age correctly in future?
Also, the default account total field on overdue.sty was sometimes giving strange account balances that didn't match up with the customer's actual balance. Replacing the field with GTOTAL solved the problem.