Peachtree and Billing Related questions

Q. When I enter a check and apply to revenue I get a message " The total indicated is greater than the amount remaining. Please adjust"
A. This problem only occurs with certain specific dollar amounts that we do not understand why it only happens then. The workaround for it is to enter 1 penny more in the "amount" box for the check itself. Click on the Apply to Revenue button and type in the correct amount for this item. After you Save it, go back and change the amount to the correct amount. (This problem is fixed in Version 2.14. Click here to download it)

Q. When I generate my bills I get last years dates. Why?
A. This happens if you are using bill types and you haven't changed the start year for the bill type. To fix this, click on Maintain, Bill Types, and for each bill type that you have defined, change the start year on the bottom left of the screen to the correct year.

Q. If I am printing "Balance Forward" statements, how do I change the date of the "Balance Forward" line?
A. Peachtree updates this information in the customer file only and it can be changed at any time. This information is based on the last time you said "Yes" to the question- "Did the Statements print correctly and is it OK to update the Customer file?". Therefore if you ran statements on Sept. 1, 1997 and you said "Yes" to that question then your balance forward would be as of Sept 1, 1997. If you want to change that, rerun the statements with a different date and say "Yes" again. These statements don't actually have to finish printing, once the question is answered you can stop the print job through your print spooler on your system.

Q. How do I issue a credit for an item that was incorrectly billed to a member?
A. If the item was completely wrong, meaning that Mr. Cohen was billed for an item that Mr. Schwartz should have been billed or Mr. Cohen was double billed for a particular item then follow this procedure, otherwise contact our technical support staff for further information. Modify the link for this individual in this category.

1) Do this by clicking on Tasks, Billing, Generate Invoice Data.
2) Choose the appropriate category.
3) Click on the check box to enable the displayed list.
4) Click once on the individual in question and click on the "Config Link" button
5) Change the amounts to negative numbers. Do this by typing "-" before the number. Once you leave that field it will show the number in parentheses like this $(500.00).
6) Click on Save
7) Click on Invoice selected
8) When prompted for the date enter either today's date or the date of the original transaction depending on whether it is in the same month as you are currently in.
9) Once this is done you can close this screen and proceed to apply this credit to the open invoice.
10) Click on Tasks, Cash Receipts
11) Click on the "Add Payment" button and choose the appropriate family
12) Both the invoice and the credit should now appear in the bottom section titled "Open Invoices"
13) Enter the dates appropriately and enter "Payoff" or something similar in the Reference box. DO NOT enter an amount in the "Amount" box.
14) Click first on the credit line and then click OK. This will fill in the "remaining" amount exactly the amount of this credit.
15) Now click on the item that you want to remove. It should be the same amount. Click OK and your amount remaining should now be $0.00
16) Click on the "Post Payment" button and you are finished with this process.