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referencing past invoices

 

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Subject Author Date
referencing past invoices Frank l 07-21-2008
Posted by Frank l on July 21, 2008, 9:56 pm
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Using invoices to bill residents, how can you add unpaid past invoice
charges to a new invoice? When I try to add lines with past charges, the
total is added to the balance owed? Which is incorrect of course. I need to
be able to combine past unpaid charges on new invoices? Can it be done?
Thanks and sorry for my ignorance in this matter
Frank



Posted by Gary E on July 22, 2008, 9:55 am
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Instead of adding to invoices, have you tried running a statement for the
client/residents? I think that is a better way to let them know of
outstanding payables.

Gary

PS version of QB please

> Using invoices to bill residents, how can you add unpaid past invoice
> charges to a new invoice? When I try to add lines with past charges, the
> total is added to the balance owed? Which is incorrect of course. I need
> to be able to combine past unpaid charges on new invoices? Can it be done?
> Thanks and sorry for my ignorance in this matter
> Frank
>



Posted by EXT on July 23, 2008, 11:37 am
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Adding past invoices to a current invoice will double the sales records in
your books and add to wrong balances in your financial statements which will
increase the taxes you need to pay. Only invoice once, however you could
print another copy and send to your client or use "statements".

> Using invoices to bill residents, how can you add unpaid past invoice
> charges to a new invoice? When I try to add lines with past charges, the
> total is added to the balance owed? Which is incorrect of course. I need
> to be able to combine past unpaid charges on new invoices? Can it be done?
> Thanks and sorry for my ignorance in this matter
> Frank
>


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