API Invoices randomly not holding the invoice terms

Problem reported by Graeme Hird 11 years ago

We generate invoice using data supplied to the API with a built in hard coded set up of payment terms for 30 days.. Occasionally we find that a customer receives an invoice without the 30 days but due now.. Our API has been working for the past few years without change.. We noted the problem, by looking at the Aged Debtors list and a few customers complaining that they had payment reminders sent prior to the payment dates.. We think Clearbooks is fantastic - it solves a lot of our headaches in invoice generation. By linking to our systems which generate data automatically and post via the API

Thanks Graeme Hird

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3 Replies

Hi Graeme,

I believe there are a couple of things you can do to resolve this issue. Firstly, please create an invoice theme in Settings > Invoice Themes > Create. Then every time you create an invoice you will have the option of using this layout and details for your invoices.

Secondly, if you go to Sales > Customers > Edit (On particular customer) > Customer Invoice Defaults > Credit Terms. Here you will have the option to add payment days to a default period for that customer.

The combination of these two procedures should do the trick. Please let me know if this helps at all.

All the best,

Chris

11 years ago

Chris, thanks for the advice.. I have every customer set for a default of 30 days.. But I haven't tried setting as a theme.. So will give that a go.. Thanks Graeme

11 years ago

You're very welcome, Graeme. If you need anything else, just let me know. Chris

11 years ago

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