Skip to main content

I accidently finalized but didn't use the “finalized with payments” tab to auto-allocate payments; then we tried doing the bulk trust payment, but didn't like the way it showed up on the invoices (invoices were still showing “Pay this amount” so we reversed the bulk payment,  however some invoices are still showing paid, when they actually aren’t paid.  We’ve already reversed the bulk payment so we can’t “reverse a payment on the individual invoice” so that we can just void it out and start over.  

I’m not sure about the solution to your problem at at his point however, when you pay an invoice after it is created (as opposed to paying or showing less funds on creation) the invoice is static and will not change including the paid status. To reflect payments against invoices you have to create an “invoice statement”  using the button when viewing that invoice or an invoice payment report(?).

 

As to fixing your problem, contact your account manager and request a referral to the “billing specialist” or perhaps if @Sara Sultan sees this she can refer you directly. 


I want to follow up to my problem last night and what we had to do this morning to fix everything.  I had to go in and clear my browser cache and then close it out and restart it.  Then the invoices showed “unpaid”, so we were able to go into each one, click “edit” and save it back as a draft.  It took awhile due to the number of invoices, but then I was able to finalize with payments.    I hope this helps anyone who makes this mistake!


Hi @Palysh 
Amazing work! When there are ever issues with Billing functionality (something seeming like it is not working as it should be) - there are usually 2 culprits.

1. Google Chrome is not the default browser
Google Chrome is compatible with Smokeball, whilst other browsers like Microsoft Edge is not. So that is always the first thing to check - that the browser opened with Smokeball.

2. Clear your browser cache and cookie data
Enter into History on your web browser  Clear Browsing Data  Advanced  Clear a minimum of Browsing History, Cookies and other site data, Cached images and files.

If either of those two options do not work, it is best to reach out to one of the Support Representatives to look into the further. But thankfully, you were able to resolve the issue yourself! 🌷


@Melania Microsoft Edge uses Chromium. I only use edge and I routinely use Billing and I have never had browser compatibility issues. I am sharing my experience in case others may benefit from it. 


Reply