pls

The help for this says, "When this option is checked, the text %period% in the Description field will be replaced by the date of the actual period of the invoice". It would be really helpful if there was a description of what dates where used and how they were calculated. Does anyone here know? Thanks, ++PLS

What is supposed to happen is that the unused part of the payment is carried forward. This carried forward amount should show on the Apply Payment screen right above the invoice list and when you create a new invoice for the same customer you should be offered the chance to apply that amount to the new invoice. That said, I am aware of several bugs in this process that I need to work with NCH. There are cases where not fully apply payments remain in the list but are neither shown in the Apply Payment screen nor in any way marked in the payment list. 'Aslo, even if a unapplied payment is shown in the payment screen it will not be applied to a recurring invoice. I have written code to analyze the payment list and identify unapplied payment amounts. It run an MS Access. Let me know if you want it. ++PLS

"rcr7" is the number assigned to the template from which invoices are generated. When the individual invoices are generated, they will be number as any other invoice. The generation is not fully automated. You have to click "Run Recurring Invoices" from the Invoices menu. This will generate invoices from all the templates whose Next Schedule Date has passed. ++PLS

I just ran a statement for a customer with a partially paid invoice. The statement shows the original amount of the invoice, not the current due amount and does not show the partial payment at all. I think this is a bug. Either the invoice should be shown as the present due amount or the partial payment should be shown as a payment. As it is, the total amount due on the statement is wrong by the amount of the partial payment. I downloaded and installed the most recent version to be sure the problem is still present. Thanks

I have a customer who has one outstanding partially paid invoice with $95 remaining to be paid. In the customer list, this customer shows a zero balance. Running a statement for this customer shows the invoice as "Partially Paid" with a Debit of the original amount and no Credit. The balance does not change at this line and ends up as zero. "Recalculate Customer Balance" does not fix the problem. Why isn't this invoice included in the statement balance? I am running Express Invoice v6.01 on Windows 10 v1809. As an aside, when you run a statement and select "Save Statement as PDF", where does it get saved? I was expecting to see a Save File dialog but did not get one. Thanks, ++PLS