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Question

Recalculate customer balance is changing status of closed invoices

  • October 2, 2023
  • 3 replies
  • 105 views
L
Freshman I
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When running the recalculate customer balance.  We have noticed that it is changing the status of closed invoices to reserved.  Is there a reason why this is happening?

      3 replies

      KushaniPerera88
      Acumatica Employee
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      @lori00 we would need more information to check on this. Please update a screenshot of the invoice with the reserved status.

      We had similar issues with the Credit memo being stuck at reserved status. Since this is related to invoices I would recommend contacting your Acumatica support provider to further investigation on this matter.

        Kandy Beatty
        Captain II
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        • Kandy Beatty
        • Captain II
        • October 2, 2023

        HI @lori00 

        It appears this happened because the document was released then put on hold. The payment that is attached to those invoices, what is the status? Are they closed as well?

        Is this only happening to one customer or all customers?

         

         

        Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
          L
          Freshman I
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          • lori00
          • Author
          • Freshman I
          • October 2, 2023

          I will get more information and provide screenshots.

           

          Thanks.

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