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Bug Report: Setting in General Settings, Financial and Billing Rules to only show Invoice Numbers on Bills with New Charges does not work

Nancy Duhon
Solved
Posted By

I have a client trying to use this feature. It is set correctly in her General Settings, Financial and Billing Rules.

She still gets an Invoice Number on all of her bills. I checked her bill layout and the field properties options appear to only be Always or Never. Sounds like there should be a third option (and it should be the default) that is something like "as per settings in General Settings." I checked in my own test environment and it shows an invoice number there as well.

Please add to the fix list.

Nancy Duhon, Esq.
Duhon Technology Solutions, LLC
Master Certified Consultant for Sage Timeslips
Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
Co-Author of "The E-Billing Process Using Sage Timeslips©" available here: www.certifiedresourcesnetwork.com/
LawPay Partnered Consultant
MyCase Consultant
404-325-9779
[email protected]

  • 0
    Suggested

    Hi  

    There is a new update tomorrow. This will be the first thing I check. If it is not available, I will add it to our list. Thank you so much!

    D’Wan Sophia Harvey

    Technical Support Specialist

     Sage.com | Twitter | Instagram | Facebook | YouTube | LinkedIn | Community

         

    "Success is not just about what you accomplish in your life; it’s about what you inspire others to do."

          – Anonymous

  • 0

    Hi again  

    I’m currently unable to replicate the issue your client reported.

    The properties you mentioned—Print the Bill Header - First Page - Always, Never, with Invoice Number, or with In Reference To—are available under Properties within the Bill Header - First Page section of the layout design. These settings are not related to how invoice numbers appear when printing invoices using the options New Charges Only, Any Activity, or All Bills.

    Based on my testing, everything appears to be working as expected.

    Could you please confirm if your client is still experiencing the issue?

    D’Wan Sophia Harvey

    Technical Support Specialist

     Sage.com | Twitter | Instagram | Facebook | YouTube | LinkedIn | Community

         

    "Success is not just about what you accomplish in your life; it’s about what you inspire others to do."

          – Anonymous

  • +1 in reply to Sophia Harvey
    Verified Answer

    I just tested in my demo,  and the behavior is reproducible.

    I will review my settings here:

    In General Settings, Financial and Billing Rules (i.e., the settings for the whole firm, I have chosen to Show Invoice Numbers on Bills with New Charges. So any invoice that is previous balance only, or only No Charge slips should not use an invoice number. It drives the accountants crazy because it prints a document with an invoice number, but does not create an invoice transaction. Okay, no problem, we can ease the minds of the accountants via this setting. Have had it for a long time in the desktop version, so expecting it to work the same in Anywhere.

    When I print a sample bill for an account with a previous balance, payments and a new no charge item (note - no new charges), I get an invoice number on it. (If the image is too small, click to enlarge it.)

    So, it is not working. I went looking.

    The properties you mentioned in your last message seem to apply to the ENTIRE Project Header - First Page. I want some of the elements of that section, such as In Reference To. But I do NOT want the Invoice Number label or the Invoice Number field unless there are new charges on it.

    If you click on the Invoice Number # label, you can see in the properties that it is set to print "with the Invoice Number" which is correct. We don't want the label if the number is not going to be there.

    But if you click on the field which would pull in the invoice number, and check ITS Properties, you see that it only has Always or Never.

    That is where I think we need to have "as per the General Settings" as the default.

    That is sort of the whole problem here. We are having the user set a value in General Settings, and then we are ignoring it via a different setting on the bill layout. There should not be two places for this setting, just leads to problems.

    Let me know if you need additional information.

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    Co-Author of "The E-Billing Process Using Sage Timeslips©" available here: www.certifiedresourcesnetwork.com/
    LawPay Partnered Consultant
    MyCase Consultant
    404-325-9779
    [email protected]

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