cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Experienced Member

Customer Types on Past Transactions

I have just created Customer Types for my existing customers.  In the Sales by Customer Type Detail report - my new Customer Type assignments show up okay for Invoices created after I set up the new Customer Types.  But older invoices for the same customers show up with a customer type of "Not Specified".  Anyway to retroactively get the new Customer Types applied on older invoices?

Solved
Best answer 11-05-2018

Accepted Solutions
Established Community Backer ***

Re: Customer Types on Past Transactions

It looks like you caught a bug.  It is a beta feature (and Projects is new), so there are probably more bugs than usual. You can report it by clicking Gear>Feedback, where there is a Bug choice 

6 Comments
Established Community Backer ***

Re: Customer Types on Past Transactions

Customer Type is attached to the customer, not the invoice, so the report should show all invoices, old and new, for whatever the Customer Type is in the customer card.  Is that not what happens?

 

I did a test in the sample co, and yes all invoices show up.  You have to click the small gear cog above the report, and select Customer, as it does not show by default. Then you should see that the Not Specified section is for customers who don't have a Customer Type

Experienced Member

Re: Customer Types on Past Transactions

Thanks for the quick response.  In the online demo company - following your point - I too was able to assign a customer type to a specific customer - and then get the customer type to show up on the Sales by Customer Type Detail report even for past invoices.

 

However - still having an issue in my company.  One potential explanation (I haven't been able to to cross test this on the demo yet) is that in my company I am using Projects (this is not being used in the demo).  Perhaps their is some bug that is giving unexpected behavior related to the fact that my past invoices are tied to a project (this is not logical - but just grasping at straws for now).

 

By the way - I am trying to turn on and use Projects on the demo in order to cross test - but the demo is hanging up.

Established Community Backer ***

Re: Customer Types on Past Transactions

I don't see that projects has anything to do with this.

Did you clear cache?

Experienced Member

Re: Customer Types on Past Transactions

Thanks for the suggestion.  Tried clearing cache - but did not correct issue. 

 

Actually - upon further review - the issue appears more straightforward that I originally thought.  It has nothing to do with applying a newly added customer type to a historical invoice versus a current or future invoice.  The report apparently simply doesn't show customer type at all on any invoice (old or new) that is tied to a project.

 

To test this:

  • I created a new Fake customer - and immediately assigned a customer type to that customer.
  • Then created a new fake invoice for that customer
  • As expected, the Sales by Customer Detail report correctly shows the invoice under the correct customer type

Next:

  • Created a new Project tied to the same fake customer
  • Then created a new fake invoice tied to the new Project
  • However, the customer type for this invoice is shown as "Not Specified" in the Sales by Customer Detail report.

So something appears amiss unless I am completely missing something.  Not a mission critical issue so going to move on at this point.

Established Community Backer ***

Re: Customer Types on Past Transactions

It looks like you caught a bug.  It is a beta feature (and Projects is new), so there are probably more bugs than usual. You can report it by clicking Gear>Feedback, where there is a Bug choice 

Experienced Member

Re: Customer Types on Past Transactions

Thanks Malcolm.  Will do.