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Common Queries for Form:
Form: SOC
Statement of Account Form
I’m sure this doesn’t show
everything they owe for.
1) The SOC ignores Job Parts last
Invoiced less than XX days ago. You can change this at the top.
2) You asked for this form from the
Debtors Form. If you had a Client Contact selected there then the SOC will only
show jobs linked to that Client Contact.
3) The SOC works off dates JPs were
invoiced for. If a JP hasn’t been invoiced it won’t show here. It doesn’t
really seem fair to send them reminders about something you never got around to
telling them about in the first place.
One or more JPs are listed but it says that the Client owes “0.00” for them. I’ve checked the JPs and they say they are owed money. What’s going on?
It’s most likely that you’ve issued
Credit Notes for the full value of any Invoices for these JPs. Check whether
this is the case by comparing the Invoice History for these JPs against the
Credit Notes list.
End of Common Queries for this topic
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