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Re: Optigold refuses to invoice a customerFrom: Shawn Hogan Date: Monday, October 5, 1998
Time: 12:15:51 pmAmnon Nissan wrote:
>I have 29 customers in Optigold. When "generating invoices", it finds 27
>of them. I narrowed it down to the two it doesn't find, and one has no
>services (makes sense, no invoice). The other is OK, has services, was
>invoiced last month.
>
>Any ideas where I should look? Is there a better way to find out who is
>not being invoiced? With 29 customers in there it is not too bad to look
>manually, but what happens when you have 500?
- Check their account status and that it's Current.
- Check their expiration date
- Check to see if they have any existing open invoices
Now... if they have any open invoices, what would their expiration date
be IF the invoices were closed? That's the date that Optigold uses for
figuring out when then need to be billed.
Then finally, check the account type, and make sure that the Account Type
you are using is an account that GETS invoices (check the Accounts
Preferences).
And then if it STILL doesn't find them (or at least you don't know why it
doesn't find them), go to maintenance and rebuild the indexes.
And then if it STILL doesn't do it, call me. {grin} Beause I guarantee
that there is a reason. :-)
- Shawn
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Shawn D. Hogan
President, Data Point Solutions
http://www.data-point.com
(619) 452-3696
ICQ: 8319647
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