Yup. I have no idea what I did, or how I did it.

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ktmauto
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Yup. I have no idea what I did, or how I did it.

Post by ktmauto »

I just noticed an invoice was missing for a fleet/charge customer of ours. I couldn't find it in their history, and it wasn't on work in progress. So I searched by invoice number, and somehow I inadvertently changed customer on that invoice (ironically to my favorite annoying tech).

No biggie, I just unpost, change customer back, post as charge. But now, when I look at their account, they not only show that invoice as due, they show an identical amount due 'On Account'. I'm sure it's due to my supernatural ability to mess stuff up. What's funny is I have no idea how to put something on account, let alone fix it.

So how can I get rid of an 'On Account' charge?
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ricmorin
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Re: Yup. I have no idea what I did, or how I did it.

Post by ricmorin »

We had some issues of duplication like that a while back. I haven't seen it in a while. You can go to the Customer tab of a 3 or 5 view and click on Update Customer Status. Simply zero out the On Account amount.
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
ktmauto
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Joined: Thu Jan 12, 2017 1:19 pm

Re: Yup. I have no idea what I did, or how I did it.

Post by ktmauto »

That did it. Thanks.
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ricmorin
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Re: Yup. I have no idea what I did, or how I did it.

Post by ricmorin »

I recommend that access to Update Customer Status be password protected to prevent from just anybody doing what you just did. :D
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
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