There are no terms in POS. They come from QB financial.
Our terms are Net 30 with invoices becoming past due on the 31st day.
POS will not include invoices that are 1-30 days past due in the past due total. It will only include invoices that are 31 days or more past due.
This creates huge issues with our customers because if they ask at the counter while shopping about their past due they are given the number from POS, then they get a statement from Financial and it has past due or more past due than they were told.
Below is a screen shot of a customer statement from Financial (QB desktop pro 2018). It shows this customer has 254.82 1-30 days past due. The invoice was due 5/2.
Then a screenshot of the same customer in POS (v18 desktop pro) and it says they have 0.00 past due.
POS escalation team has supposedly been researching this for almost 2 years with no call backs, no solutions and no suggestions.
Welcome to the Community, Yo1.
Allow me to help point you in the right direction regarding the posting of past due totals in the statement via QuickBooks Point of Sale.
I appreciate the screenshots you've provided. I'd like to check this for you and get it taken care of myself. However, I won't be able to check your account without asking for sensitive information. I don't want your account information displayed here for security reasons since the Community is a public forum.
It would be best if you reach out to our QuickBooks Point of Sale who can review the details and make sure that you'll be provided with the right resolution.
You can reach us through this link: https://quickbooks.intuit.com/point-of-sale/customer-resource-center/support/.
You may find this article helpful: https://quickbooks.intuit.com/community/Help-Articles/Show-Past-Due-stamp-on-invoices/m-p/200800.
We also have resources available to help you grow and manage your business, all you need to do is visit the QuickBooks Resource Center for more information.
I'd be glad to help if you have any other concerns about invoices in QuickBooks Point of Sale. Have a nice day.
1. I have never in all of my years been asked for any sensitive info on the community in order to get an answer. For all I know you are just some random person trying to phish. Why do you need my account info to give me a solution? Are you gonna try to charge me? If I wanted that I'd have called support again because they try to charge me every time even when they don't have a solution.
2. The article you posted is for QB financial. My issue is not in financial it is in point of sale.
3. POS tech support, specifically the escalation team, has supposedly been working on this issue for almost 2 years. No one has ever called back with a solution.
4. Do you have a solution?
Hi there, @Yo1,
Thanks for getting back to us in the Community and taking the time to give your feedback on one of our previous posts. I want to make sure this gets taken care of.
We have a dedicated team who are experts in dealing with Point of Sale issues like this. For security reasons, we need to pull up your information to check previous cases and to document the activities made on your account.
I understand that you already called our Support, however, it is our top priority to make sure your issue gets resolved. They have the resources to help you with your invoices so you don't throw off your books.
You can reach out to us through this link: Contact QuickBooks Payments. They are available from Mondays to Fridays from 5 AM to 7 PM PT, and 6 AM to 4 PM PT on Saturdays.
That should point you in the right direction. Let me know how the call goes. For other concerns about your account, please leave a comment below. I'm always here to assist. Have a wonderful day.
This will solve part of the problem....
POS has a feature called Print Designer ( File > Tools> Print Designer). Select the receipt template in which you are using (40 column default). This will bring up a template of a receipt with ALL the possible receipt tenders. If you scroll down to the body footer of the template, there is a box that states 'Previous Account Balance, Account Balance, Past Due'. By double clicking the box you can choose what of the 3 if any is printed. Save & close.