PAY LATER invoices are not showing up in Sales Transaction list

Question

When I enter a customer as Pay Later, it processes the invoice but doesn't give it a transaction J# number. 
 After when I print the Sales transaction report, these sales do not appear in the report. 
 They can only be seen if I generate a detailed Items/services Transaction report, but this report doesn't give the date and payee info like a sales report. 
 It has only happened twice to the only "Pay later" invoices I made.

Erzsi_I · Answer

Hi Danielle Robbins , 
 Thank you for bringing your concern to our attention. To locate "Pay Later" invoices, you might want to use the " Aged Overdue Sales Invoices " report or the customer statements feature in Sage 50. These tools are specifically designed to provide a comprehensive overview of outstanding invoices, including those marked as "Pay Later," which may not immediately show up in the regular Sales Transaction list due to their payment status. 
 Here&rsquo;s how you can access these reports: 
 
 Aged Overdue Sales Invoices Report :
 
 Go to the Reports menu in Sage 50. 
 Navigate to Customers & Sales. 
 Select "Aged Overdue Sales Invoices."

This report gives you a detailed listing of all overdue invoices, including those entered with the "Pay Later" option, making it easier to track outstanding payments. 
 
 Customer Statements :
 
 Customer statements can also provide a detailed account of all transactions made by a customer, including "Pay Later" invoices. This might be useful for both internal tracking and communicating account statuses with your customers.

By utilizing these reports, you should be able to effectively monitor and manage "Pay Later" invoices, ensuring they are accounted for in your financial tracking. If these steps do not resolve your issue, or if you need further assistance, please don't hesitate to reach out to Sage 50 Canada support for more detailed guidance. 
 Warm Regards, Erzsi

Sage 50 Canada

PAY LATER invoices are not showing up in Sales Transaction list

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