Customer Questions and Inquiries

Customer Questions If you issue an invoice and apply a discount, but the discount is not accepted, you need to enable discounts from the company data screen by activating the "Discounts" option. If balances do not appear in the trial balance, you should first make sure the previous fiscal year has been closed. When you do not want an out-of-stock item to appear on the sales screen when entering the barcode, go to permissions and enable the "Check stock when selling" option. If the account statement differs from the journal entry, when viewing the account statement you must disable the option to show balances before the specified period. When selling an item and you want prices to include tax, click the icon next to the item name and disable the "Sale price includes tax" option. If opening balances do not appear despite confirming that the fiscal year has been closed, make sure that during the transfer the customer name does not exceed the permitted limit. If there is a problem with the total in the sales invoice, make sure tax is enabled by going to company data and activating the "Enable tax" option. If the journal entry does not appear in the sales invoice, make sure the discount is entered correctly. If you reopen the previous fiscal year and cannot perform any transactions on it, you need to make sure stock movement is enabled by going to the Financial System, then Setup, then Fiscal Years, clicking New, and then enabling stock movement. If you create a report and it does not appear, first make sure to refresh the page. If a stock transfer has been approved and there is an error, you need to perform the reverse transaction, meaning transfer from the destination warehouse back to the source warehouse. How to edit a sales invoice: go to the Sales screen, then the Invoices screen, search for the invoice, select the invoice number to be edited, and save. Inquiry about transfers and items: after the fiscal year is transferred, only the items that actually exist are transferred, not the opening quantities. How to print monthly sales reports: enter the Sales screen, then Sales Reports, select the desired report, set the date, and print. If the printer does not print, first check the printer connection program to see whether the printer is connected; if it is not connected, connect it. I closed the fiscal year, but in the current trial balance the expenses did not appear. The answer to your inquiry is that when the fiscal year is closed, expenses are closed to the profit and loss account, meaning they are reset at the beginning of the new year. In other words, any item in the income statement is reset. Can you edit the currency in a sales invoice? You can edit the currency in the sales invoice by going to Additional Options. How do you reset an order invoice? Go to Additional Options, then Reset Order. The item did not appear in the purchase invoice. The item must first be entered from the item data screen.