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dan_movie

recurring purchase invoice payment method issues

SUGGESTED
Posted By

Hello All,  Happy New Year !!

No to this forum and would need help with my recurring purchase invoices.

I had several purchase invoices set-up with "cash payment" and saved - all working well.

I have now opened SAGE with Jan 1st 2017 to start a new year and for some reason all my saved recurring purchase transactions now default to "pay later" !!??

Where can I change this ?  I tried re-saving (replacing) the existing transaction - did not work.

Thanks, Dan

  • 0
    Just wanted to add that I have discovered that the payment method on a recurring purchase invoice is decided in the supplier options.
    And wanted to confirm that changing & saving the method in the recurring invoice window does NOT save the new payment type. So a supplier can only have one payment method - makes recurring invoices useless (or at the very least - not efficient).
  • 0 in reply to dan_movie
    I wonder if you pin the payment type before saving it as a recurring invoice, whether the pinned payment type is remembered when you recall the invoice

    It would make sense that Sage would have tested this when they implemented 'pinning' of the method of payment
  • 0 in reply to Roger L
    SUGGESTED
    Thanks, you were right. If I ALWAYS keep that push pin button "pushed" the chosen payment method is he one saved with the recurring transaction. If it is "un-pushed" the payment method defaults to the one saved in the option tab of the supplier.

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