Search Again: Re: Finance Charge Printing From: Shawn Hogan Date: Saturday, November 30, 2002 Time: 1:03:34 pm Matt Clark wrote: > For the second straight month, I "assess" the finance charges, but the > invoices do not print. Since I only do this once a month, this is the only > time I am able to troubleshoot. Any ideas on what I can look at to have it > print the finance charge invoice at the same time they are assessed? I just tested it, and it did work for me... so let's see what your settings are set up as... First of all, under the invoicing preferences, make sure you have the "Auto-Send Finance Charge Invoices" set to 'Yes'. That of course is the most important one. Once that is set, they finance charge invoices are sent out the same way that the customers "normal" invoices are sent. So, if they are a credit card customer, and you have credit card customer invoice type set to "None" (also on the invoicing preferences), it will not send it, because they don't get invoices sent to them. Also, check the override invoice type on the customer's Invoices screen (since that overrides the company-level invoice type on a per customer basis). One other thing to check is the account status. If the customer is set to get email invoices, their status is "Canceled" or "On Hold" and you have the "Allow Generated Email To On Hold/Canceled Accounts" setting set to 'No' (under Past Due Accounts preferences), it will not send them an email invoice. That's everything I can think of to check... Oh yeah, on the customer's Billing Info screen, make sure that the "Use" field is set to one of: [None/Credit Card/Bank Debit/Virtual Check] (it's a required field). - Shawn ---------------------------------- Shawn D. Hogan President, Digital Point Solutions http://www.digitalpoint.com (858) 452-3696 --------------------------------------------------- To subscribe, unsubscribe or to search list archive please visit http://www.optigold.com/lists/isp.html ---------------------------------------------------

Messages In This Thread: Finance Charge Printing by Matt Clark on Nov 30, 2002 at 11:34:57 am Re: Finance Charge Printing by Shawn Hogan on Nov 30, 2002 at 1:03:34 pm