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Time Master - Apple iOS
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Time Master Invoice Module
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Clients not showing up as Statement options
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Topic: Clients not showing up as Statement options (Read 258 times)
McGibbs
Newbie
Posts: 4
Clients not showing up as Statement options
«
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.
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Adam
Administrator
Hero Member
Posts: 982
Re: Clients not showing up as Statement options
«
Reply #1 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?
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McGibbs
Newbie
Posts: 4
Re: Clients not showing up as Statement options
«
Reply #2 on:
November 24, 2018, 02:59:37 pm »
Problem solved! Thanks so much.
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