On-Core Software

Time Master - Apple iOS => Time Master Invoice Module => Topic started by: McGibbs on November 21, 2018, 05:06:47 pm



Title: Clients not showing up as Statement options
Post by: McGibbs on November 21, 2018, 05:06:47 pm
I have two companies in the system, with five clients assigned to Company B. But when I go to create a statement, only one of them shows up in the list. There is no mechanism there to add clients, as far as I can tell.
When I go to the client list in the database, each of them lists Company B as the company in the invoicing section of their record.
Four of them were changed from Company A to Company B this summer. But even the one originally created listing Company B does not show up under statements for Company B. Only one of the ones that had its company changed does.
How can I get all the Company B clients to show up as options on the Statements list?
Thanks for any help.


Title: Re: Clients not showing up as Statement options
Post by: Adam on November 22, 2018, 11:21:39 am
It shouldn't matter if you moved them from one Company to another.  However you may want to review some of your settings.  Setup -> Invoicing -> Statements.  Make sure to tick off things like "Include Paid Invoices" and try setting the "Paid Cutoff" to maximum (365 days) and see if that helps?


Title: Re: Clients not showing up as Statement options
Post by: McGibbs on November 24, 2018, 02:59:37 pm
Problem solved! Thanks so much.  :D