Batch payments
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- Member
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Batch payments
Why are the invoices in batch payments out of order? This is causing a lot on problems with receiving payments. How can this be corrected?
- ricmorin
- 5K Holy Smokes Contributor
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Re: Batch payments
Invoices in batch payment are sorted by date. Best practice for charge invoices is to post them as soon as they are completed. That way they appear on the screen in numerical order or close to it.
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
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- Member
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- Joined: Thu May 10, 2007 7:05 am
Re: Batch payments
We are posting them and I have July, June and then May invoices in the batch payment. So when you post and hit auto distribute as in the past it is now paying the current and leaving May invoices. This has only happened since the switch to SE.
- timbre4
- System Guru / Moderator
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- Joined: Tue May 25, 2004 5:47 pm
- Location: TN - Volunteer State
Re: Batch payments
Auto-Distribute is designed to start with the oldest invoices and pay forward until funds are exhausted. Something is not right.
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
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- Member
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Re: Batch payments
Tech support said it hasn't changed since the last version. It is sorting in by vehicle and not date. This was not the case in the past for us. It has always had the invoices in date order with oldest being the first to be paid.
- steven kiser
- 5K Holy Smokes Contributor
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- Location: eastern ma.
Re: Batch payments
I was a bit worried when I read this post so I went to my batch payment program and it's the same as it's always been. If it started going by vehicle It would have been a bit unnerving.
never argue with a fool, they'll drag you down to their level and beat you with experience
Re: Batch payments
Our system is sorting in by vehicle and not date. This was not the case in the past for us. It has always had the invoices in date order with oldest being the first to be paid. This started after 6.4e update
- timbre4
- System Guru / Moderator
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- Joined: Tue May 25, 2004 5:47 pm
- Location: TN - Volunteer State
Re: Batch payments
Tech support informs me we have an item recorded for SE Batch Payment sorting as described. I do not have a date for any action. I will add this to the Mr. Tim Goes To San Diego list.
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer