When creating a statement WITH finance charges - do NOT create another invoice number. We manually enter our invoice numbers so when we create an invoice number 1234 and bill a customer and then we bill another customer with 1235. in 30 days if customer with invoice 1234 hasnt paid and we create a statement with finance charges Sage assigns invoice1234 finance charges and creates an invoice with a number of 1235 (which we have already manually assigned) so now we have 2 invoices with the same invoice number. A better idea would be to assign the finance charge invoice the SAME as the invoice number and make it -2 (ex. invoice 1234-2) or -FC (ex. Invoice 1234-FC). PLEASE!!!!

Comments

  • or simply add FC in front of the number when creating the finance charge invoice.