Manual Transactions Not Closing Invoices

[iancshaw]

Hi guys,

 

The majority of my clients pay directly into my bank account. I have always used Billing > Transactions > Add Transaction to record these and allocated them against the correct invoice(s). Since the latest upgrade, the payments are not being allocated correctly. When viewing the invoice, the balance is showing as zero, but the invoice is not marked as paid and therefore $0 overdue notices are being sent.

 

I noticed on the transction screen it is just showing "(#275) Trans ID: Internet" in the description column instead of "Invoice Payment (#275) Trans ID: Internet" how it used to. I also checked the activity log and the only line is "Added Transaction - Transaction ID: XXX", in the past there would be four entries, the current one along with "Added Invoice Payment...", "Invoice Marked Paid..." and "Email Sent to Client (Invoice Payment Confirmation)".

 

Has anyone else had problems since the upgrade? I haven't tried added the payment directly from the invoice screen as often clients pay more than one invoice at a time so the transaction screen is much more convenient.

 

Thanks,

Ian

[othellotech]

>I have always used Billing > Transactions > Add Transaction to record these and allocated them against the correct invoice(s)

 

Never tried that - we always use the 'add payment' option when looking at the invoice, which is working fine after upgrade.