TO3000: Phantom invoice Iniziatore argomento: Sonja Tomaskovic (X)
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Sonja Tomaskovic (X) Germania Local time: 06:50 Da Inglese a Tedesco + ...
Hello all, I have been using TO3000 for some time now, and I am very satisfied with it. However, up to now I never had to create a phantom invoice, therefore I am not very familiar with this feature. Today I received a payment that was less than the amount invoiced (due to transfer fees, etc.). Therefore I wanted to take advantage of the phantom invoice feature, but it seems that the button is deactivated. I tried to create the phantom invoice from within... See more Hello all, I have been using TO3000 for some time now, and I am very satisfied with it. However, up to now I never had to create a phantom invoice, therefore I am not very familiar with this feature. Today I received a payment that was less than the amount invoiced (due to transfer fees, etc.). Therefore I wanted to take advantage of the phantom invoice feature, but it seems that the button is deactivated. I tried to create the phantom invoice from within the payment window. The button can be found on the "Linked with invoices" tab. I also found the following hint in the manual and help pages: Note: Availability of Phantom Invoice and Phantom Payment buttons is controlled by Phantoms page of Settings window I already tried to change these settings, but no matter what I do, I am not able to get the button activated. Any suggestions (apart from contacting support)? TIA, Sonja ▲ Collapse | | |
Peter Linton (X) Local time: 05:50 Da Svedese a Inglese + ... How to create a phantom invoice | Aug 5, 2004 |
I had the same problem, and the answer seems to be to go into Settings and set the "limit phantoms by maximum of" to a high number of units. I found that setting the maximum to 10 units did not activate the Phantom button in New Payments, but 1000 units did. But I don't understand why. Perhaps the units are Euro cents?
[Edited at 2004-08-05 09:08] | | |
did you try entering a larger figure? | Aug 5, 2004 |
Hi Sonja, The help says: 'In Phantoms page of Settings window you can define limit for creating Phantom Payments and Phantom Invoices: "Limit phantoms by maximum of: /n/ units" If the remainder of the Payment or Invoice is larger than value specified here, Phantom Payment button in Linked with Payments page of New Invoice or Edit Invoice will be disabled: Otherwise, it will be enabled.' Try entering a larger figure for /n/ I c... See more Hi Sonja, The help says: 'In Phantoms page of Settings window you can define limit for creating Phantom Payments and Phantom Invoices: "Limit phantoms by maximum of: /n/ units" If the remainder of the Payment or Invoice is larger than value specified here, Phantom Payment button in Linked with Payments page of New Invoice or Edit Invoice will be disabled: Otherwise, it will be enabled.' Try entering a larger figure for /n/ I can't find any other setting that would enable the button Grace. ▲ Collapse | | |
Sonja Tomaskovic (X) Germania Local time: 06:50 Da Inglese a Tedesco + ... AVVIO ARGOMENTO Setting to 1000 didn't work | Aug 5, 2004 |
Thank you, Lars and Graciela, I have already found this setting and tried to change it, but no matter if I enter 0, 1, 5 or 1000, the button is still deactivated. I assume that the units refer to the number of words, lines, or whatever is used for measurement. In this particular case the invoice is based on a flat fee, and I wonder if that's the problem here. I have now contacted support. I'll let you know what they say. Kindly, Sonja... See more Thank you, Lars and Graciela, I have already found this setting and tried to change it, but no matter if I enter 0, 1, 5 or 1000, the button is still deactivated. I assume that the units refer to the number of words, lines, or whatever is used for measurement. In this particular case the invoice is based on a flat fee, and I wonder if that's the problem here. I have now contacted support. I'll let you know what they say. Kindly, Sonja ▲ Collapse | |
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Sonja Tomaskovic (X) Germania Local time: 06:50 Da Inglese a Tedesco + ... AVVIO ARGOMENTO
Dear all, just wanted to let you know that I have finally managed to get the thing working. I have to admit that it was me who was mistaken, not the system. On creating a new payment, I mistakenly linked the payment with the actual invoice. TO3000 disables the phantom button once a link has been created. I did not fully understand that the phantom option creates a new invoice with the amount paid. But that left me with the problem that I sti... See more Dear all, just wanted to let you know that I have finally managed to get the thing working. I have to admit that it was me who was mistaken, not the system. On creating a new payment, I mistakenly linked the payment with the actual invoice. TO3000 disables the phantom button once a link has been created. I did not fully understand that the phantom option creates a new invoice with the amount paid. But that left me with the problem that I still had an invoice opened. I have decided not to create a phantom invoice, but a phantom payment. You can do this from the invoice tab, where you simply have to choose the invoice, link it with a payment and add the missing amount as phantom payment. Thank you all for your kind help. Sonja ▲ Collapse | | |