Difference between revisions of "Talk:Client Payment: Agency Bill Cash"
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Invoice numbers starting with 999999 and counting down are assigned to quotes. Invoices saved to quote records do not affect the general ledger, and will not create receivable or payable balances. | Invoice numbers starting with 999999 and counting down are assigned to quotes. Invoices saved to quote records do not affect the general ledger, and will not create receivable or payable balances. | ||
| − | The quote will need to be converted to a policy using the instructions below: | + | The quote will need to be converted to a policy using the instructions below: |
| − | + | ||
| + | [[Training 3: Entering Policy Information]] | ||
If the quote has already been converted to a policy, the quote invoice can be safely ignored. | If the quote has already been converted to a policy, the quote invoice can be safely ignored. | ||
Revision as of 22:07, 5 November 2015
Why doesn't my invoice #99968 show in reconcile receivables?
- While reviewing a clients policy, I noticed a duplicate invoice #99968 on my policy. When I try to reconcile receivables, it does not display in the results.
- Why does the unpaid invoice not show with a balance?
- Answer
Invoice numbers starting with 999999 and counting down are assigned to quotes. Invoices saved to quote records do not affect the general ledger, and will not create receivable or payable balances.
The quote will need to be converted to a policy using the instructions below:
Training 3: Entering Policy Information
If the quote has already been converted to a policy, the quote invoice can be safely ignored.
