2011 TS updated balance not showing on bill

Posted By mrsyooper over 4 years ago

Please help. I have been put into a new role at work without adequate training on TS 2011. I am trying to print a bill for a client and it shows his funds available but it does not minus it from expenses and services rendered and does not show a new updated balance. I have looked around everywhere, googledand still can’t figure out how to get the bills to show payments applied and their new updated balance, please help. Than you so very much.

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0 Caren2 over 4 years ago

Easiest way - Cancel the bill and go back to the client information. Go to funds tab and open the funds account. Check the box that says something to the effect of automatically pay new charges on bill. Make sure show on bill is set to detail. Now run the bill.

Other option is to enter a withdrawal from funds transaction and then enter a payment since the bill is not yet approved.
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0 Caren2 over 4 years ago

Easiest way - Cancel the bill and go back to the client information. Go to funds tab and open the funds account. Check the box that says something to the effect of automatically pay new charges on bill. Make sure show on bill is set to detail. Now run the bill.

Other option is to enter a withdrawal from funds transaction and then enter a payment since the bill is not yet approved.
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0 mrsyooper over 4 years ago in reply to Caren2

Thank you. I will try this at work tomorrow. I am totally new and the previous person was let go and now I am stuck having to figure it all out with no user manual at all. Another dumb question, howdo I cancel the bill? Thank you so very much. I appreciate your time ️
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0 Caren2 over 4 years ago in reply to mrsyooper

Depends on if approved. If approved you have to go to bills approve or clear and undo. If if in proof same place but clear from proof.

You might benefit from training. Consultants like myself to provide training, although there is a cost we will train on most version
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0 mrsyooper over 4 years ago in reply to Caren2

Thank you for your help, ️️
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2011 TS updated balance not showing on bill

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