07-12-2022 09:48 AM
When we refund a customer, the invoice and the refund shows up on the AR report forever and ever. How can we remove it from there?
11-15-2022 01:19 PM
Hi Lizzy, I'm curious if you found a resolution for this?
07-15-2022 05:04 PM
@lizzy1 I just tested creating a custom report that might serve you better. You could utilize it to find outstanding balances, outstanding balance age, etc. You can also filter down by column if need be. I don't know if it will work for what you need but might be worth a shot! 🙂
07-13-2022 07:09 AM
I agree this is quite annoying and makes the report messy. Eventually, it just falls off after 120 days, maybe it applies somewhere finally in the back ground or something. I would be interested to know if there is a better solution for this.
07-12-2022 01:01 PM
Hi @lizzy1, I believe the only way to remove it is by deleting it, but then you won't have record of it in ST any longer. It will still be in your accounting software. Is there a date filter that you're using on a specific report that this keeps appearing?
07-13-2022 05:52 AM
Hi Sheena, Yes. we use the AR Report to submit to the sales department and the owner. We prefer to look cleaner. We want it to go away but not delete them. Not everyone uses our accounting software.