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How to show an invoice as paid

  • 17 December 2021
  • 10 replies
  • 215 views

Userlevel 1

Hi all! I’m new to Acumatica; we just converted on 12/1 from Quickbooks.  How can I show an invoice marked as paid for my customers?  They ask for a paid invoice all the time for their records.  We sell high end products that many people need this for insurance purposes. 

Sometimes a customer will make a partial payment.  Example, a customer has an invoice for $100,000 worth of goods for which he paid $80,000.  I need the invoice to show:

 

Total:  $100,000

Amount Paid: $80,000

Balance Due: $20,000

 

Or if it’s paid in full, it would be marked as such and balance due would be zero.  How can I do this?

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Best answer by vkumar 18 December 2021, 03:26

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10 replies

Userlevel 6
Badge +6

Hi @TracyVogt This will be a report designer customization to get the below details to the bottom of the Invoice.

 

Screenshot for reference:

 

Userlevel 6
Badge +6

Hi @TracyVogt There are 2 invoices reports that can be printed in Acumatica - one from “Invoices” Screen (report SO643000) flows from Sales Order) and another from “Invoice and Memos” screen (report AR641000).

Let me know which one you are sending to the customer.

Thanks

 

 

 

Userlevel 1

@ChandrasekharM I’m new to this; I tend to use the sales order - invoices which I guess is report SO643000.  But I can use the other if it’s easier.  I’m not understanding the difference though; I would think an invoice is an invoice no matter the method of how you get to it?

Userlevel 6
Badge +6

Hi @TracyVogt In that case the best way is to Customize the report / print from the Invoices and Memo screen(report AR641000). So that, you can print the invoice that is even entered directly in the Receivables module from the “Invoice and Memo” screen.

Userlevel 6
Badge +6

Hi @TracyVogt Here is the difference.

I’m not understanding the difference though; I would think an invoice is an invoice no matter the method of how you get to it?

Acumatica has Invoices Screen for invoices flowing from the Sales Orders. Apart from that, the Invoice and Memo in Receivables allows an AR person to directly create non-sales order invoices/memos.

Thanks

Userlevel 6
Badge +6

Hi @TracyVogt What is the Acumatica Version you are in? The report change requires deploying (publishing) the change to your instance. Did you contact your Acumatica Partner (VAR )for this change. I can actually make the change and provide to you after receiving the Acumatica version, if it is fine.

Thanks

Userlevel 1

@ChandrasekharM Thank you so much for helping me; it’s very much appreciated.  I think this is our version.  Our VAR didn’t have an answer for this.

 

 

Userlevel 6
Badge +6

Hi @TracyVogt Please clarify the following questions.

  1. Is this the first version of Acumatica you are using?
  2. Is there any customizations to your Invoice and Memos report now?
Userlevel 7
Badge +8

Hi @TracyVogt 

As @ChandrasekharM indicated on one of his previous message, one need to customize the Invoice report to print the Payment detail, as its not included in out of the box report. 

I have made small changes on AR invoices and memo report (AR641000) to include the ‘Payment total’ and ‘Unpaid balance’ for an invoice. The columns are available on ARInvoice table/DAC

Here is partially paid invoice 

Report output

 

I am attaching the report .rpx file for reference. (zip the file as .rpx attachments are not allowed here)

Regards,

Userlevel 1

@vkumar Thank you so much!!  I just forwarded this to my team; this is exactly what I needed!! 

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