Open Invoices $0 how to clear?

Ankita Bhavsar
Ankita Bhavsar
Third Anniversary Kudos 1 Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Hello!

We have two invoices that keep appearing on our open invoices report, however it's $0.00 and both were applied against a credit memo already - is there a way to clear this?

Comments

  • Nikki Baldwin
    Nikki Baldwin Blackbaud Employee
    Tenth Anniversary Kudos 4 Name Dropper Participant

    @Ankita Bhavsar, I think this Knowledgebase Article has your answer. You want to make sure that your business rules are set to mark the invoice as paid when an applied credit memo covers the full balance. Please make sure to see the note about how this isn't retroactive so you get these two taken care of as needed.
    Also, this KB is written from database view perspective (I'm requesting an update there for clarity), so just keep in mind that you would access Business Rules from Payables > Settings > Invoices to ensure you have the box checked there.

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