Settings and activity
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5 votes
Hi Neilin, I know you've mentioned customising the template, however from the sounds you'd like to change the behaviour of how items within a customer statement is represented?
If so it'd be good to understand more of the reason of why you're wanting to show overpayments as a positive?
If a customer has paid more than expected amount this amount is then a credit on their record and in turn draws down the total amount owed.
Alternatively you may want to be looking at recording as a prepayment?
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Massimo Palo
supported this idea
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11 votes
An error occurred while saving the comment Massimo Palo
commented
Sales Tax Report - "Sales Tax Audit Report"
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I ask you for the possibility of inserting into the actual report only the item "VAT or TAX NUMBER" in the print box (SEE ATTACHMENT)
I think it is a simple thing and it is a big shortcoming that a repository for managing VAT does not have the customer's VAT field.
Currently, as an alternative, I am using the "Reference" field but I have to report everything by hand with great discomfort.Sales Tax Report - Sales Tax Audit Report
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I ask you for the possibility of inserting the item "VAT or TAX NUMBER" in the print box (SEE ATTACHMENT)
I think it is a simple thing and it is a big shortcoming that a repository for managing VAT does not have the customer's VAT field.
Currently, as an alternative, I am using the "Reference" field but I have to report everything by hand with great discomfort... same problems....
An error occurred while saving the comment Massimo Palo
commented
SIMPLE EXAMPLE TO ADD ON THE REPORT THE INFO
An error occurred while saving the comment Massimo Palo
commented
Sales Tax Report - Sales Tax Audit Report IRELAND ...
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I ask you for the possibility of inserting the item "VAT or TAX NUMBER" in the print box (SEE ATTACHMENT)
I think it is a simple thing and it is a big shortcoming that a repository for managing VAT does not have the customer's VAT field.
Currently, as an alternative, I am using the "Reference" field but I have to report everything by hand with great discomfort. Please help me urgently!Massimo Palo
supported this idea
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OVERPAYMENT - Approved, sent and paid - Statement
I am sending two photos. In one there is the statement of account 610 which correctly includes an Overpayment made.
In the second we find the other statement "Approved, sent and paid" which instead highlights an Overpayment made even if allocated in the invoice. From my point of view it should not be there. There should only be if the overpayment has not yet been allocated.
Comment
I checked. On the mentioned report it is not possible to remove overpayments with filters. The problem is that you put a balance at the end that is wrong and not consistent with the customer's accounting position (in fact, put like that that balance is misleading and useless). It would be fine if you also put the overpayments in the outgoing (allocated) so as to align the real position. From the report it seems that the customer is in credit of € 100 but this is not the case in reality. Check with your team if you can optimize the information.