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Clearing Manually

I have 2 open invoices in payables, I issued a credit memo to apply against these items.  However, when I go to the clear manually area all of the items show open.  Next screen only shows the credit memo available.  The invoices show a clearing ID#, as if somehow they have already been cleared.  How can I get all the items applied to each other and become removed from my aging report.  All 3 items show on the aging with a balance of .00.

Thanks for any assistance,

Rose

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2 Answers

  • Oct 30, 2015 at 03:51 PM

    Hi Rose,

    If you open the Clearing ID that you mentioned its attached to the invoices, what is the status?

    It may happen that the clearing was initiated but was not cleared (only saved/proposed), which lock the invoices but keep them Open.

    If you can provide a screenshot would also help to further troubleshoot.

    Regards,

    Alexandre.

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  • Oct 30, 2015 at 03:54 PM

    Hi Rose,

    Adding to the Alexandre comments.

    Try click on the Clearing ID, I assume it will show with 'Proposed' status.

    If proposed is the status, you can post the payment which will clear the invoice & credit memo.

    Thanks

    Lokesh Sharma

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    • Hi Rose,

      Is it that the invoice is with open status and you have clearing id showing against it.

      Similar to this

      Then you need to click on the clearing id and post the document.

      Thanks

      Lokesh Sharma

      01.PNG (20.5 kB)