I thought I had written a response, but must've only been in my
head... or maybe IRC?
I've moved to using vouchers for this. My process looks like this:
Cash -> Vouchers -> Receipt
... create a batch for the deposit, with the post date
Then you get a screen with all unreceived clients, with the
ability to receive all or some of each invoice.
After you save, the batch remains in an unposted state. You can
receive more payments while it's open. To post the batch, do this:
Transaction Approval -> Batch
... then select the batch to post, and post.
The alternative, receiving payment from a customer, skips the
transaction approval phase and lets you receive an arbitrary
amount as well as overpayments.
Cash -> Receipt
... search for the customer you want to receive
Invoices show up in the section below, any you're not receiving,
check the box in that line and update. Total gets calculated at
Adjust total received, then receive it. This approach bypasses the
Hope that helps!
On 02/28/2013 07:01 AM, don bagnall wrote:
Hello again, waited a good week for any response so
im assuming either no one uses this feature / ledger 1.3 at all
or iv comlpetely confused everyone!................ Basically
can anyone tell me how to mark existing, non paid invoices as
paid in ledger 1.3.23??!?!?!?!?!?!?!?!
Subject: marking an upaid invoice as paid (at a later date on
Date: Tue, 19 Feb 2013 22:18:13 +0000
Hello, first time poster so please bear with me
all a little background info for you all. I have been using
ledgersmb 1.2 series for a few years with no problems at
all, (i took over a company that was already using
ledgersmb) and continued to use this happily making regular
backups etc, with that being said, aproximately 6 months ago
now we suffered major problems due to a harddrive crash on
the pc that ran the whole database/ledgersmb as a whole.
To cut a long story short we eventually managed to transfer
the database onto the latest approved version of ledgersmb
at the time (1.3.23) with alot of help from some very
helpfull people through this site.
However one big problem that i am
still trying to work out is how to mark unpaid invoices as
paid at a later date on the new 1.3.23 version.
before on verions 1.2 etc it was simply the case of
clicking - Cash - Recietes and once on the recietes page
with relievent customer sellected it was as simple as
clicking the box to the right of each unpaid invoice,
updating method of payment at the bottom along with date
paid and post, JOB DONE. now the new 1.3.23 still uses the
exact same tabs down on the let hand side of screen and
still shows - Cash - Receite, but after actually getting to
the Reciete page i am completely baffled as to what to do
next, can anyone please explain the workflow required to
mark invoice/invoices paid later on once at the Reciete page
as i have spent many an hour trying to work this out with no
such luck, either thator Im actually going mad!
I have already checked in the user manual which although
mentions the cash - recietes part but fails to go and
explain in what order i need to do whatever it is that i
need to do to achieve said outcome?
Again appoligises if this makes little to no sense or if I
havent used the correct terms but Any help / abuse would be
much appreciated, Thanks in advance Don @ Beamends
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