Fully paid invoice or Open invoice with distribution showing in Select Invoices to Pay for $0.00 (Include for Pmt still marked on paid invoice or distribution)
Description
Cause

The Included for Pmt selection did not get cleared on the invoice and/or distribution(s) when it was originally paid.

Resolution
[BCB:5:Third-party support:ECB]

  1. In Accounts Payable, from the Tasks menu, select Change Invoices.
  2. Select the invoice.
  3. Increase the invoice amount and distribution amount by a penny (.01) for each distribution line that needs to be corrected.
    Note: If the distribution has Commitment and/or Job information, they must exist in Job Cost to change or pay the invoice.
  4. Click Accept Invoice.
  5. You should receive the message "This invoice is included for payment and the changes you have made will de-select the invoice." Click OK.
    • Note: If you do not receive this message, proceed with the following steps:
      1. Finish out of Change Invoices.
      2. Go to Tasks, Select Invoices to Pay, On-screen List.
      3. Click Start.
      4. Find the invoice and remove the selection (unmark the invoice).
      5. Go to the distribution level and verify the distributions are not selected. Go to step 11 if the distributions are not selected.
      6. If the distribution is still selected, click the Partial... button and enter a penny in the Pay now field and click OK.
      7. Remove the selection for the distribution.
      8. Repeat steps 6 and 7 for each distribution line that cannot be deselected.
      9. Click on Invoices button to return to the Invoices window.
      10. The invoice is now deselected (no longer checked), remove the selection if it is still selected.
      11. Click OK then Close.
  6. Go back to Tasks, Change Invoices.
  7. Select the invoice again and remove the extra pennies from the invoice amount and the distribution(s) that were changed.
  8. Click Accept Invoice.
  9. Verify the invoice is now removed from the Select Invoices to Pay task.

 

Note: If the payment selection will not stay cleared (you remove the check mark but the selection comes back when you refresh), a file fix will be needed. Contact Sage 300 Construction and Real Estate Customer Support.



[BCB:156:Chat 300 CRE US:ECB]

Steps to duplicate
Related Solutions

Fully paid Accounts Payable invoice shows as open on task or report