Invoice Not Sourcing Terms From Customer Record Due to Incorrect Due Date in A/R Aging Report – JCurve Solutions

Scenario

Incorrect Due Dates on the AR Aging Report due to customized Invoice transaction not inheriting the Terms set on the Customer Record causing

The Invoice is showing Terms = Due Upon Receipt but on its > System Information tab > no Terms was shown.

Solution

1. Navigate to Customization > Forms > Transaction Forms > edit the Invoice transaction form used > Screen Fields tab > Billing subtab > Label column > Terms should mark the Show checkbox > Save.

2. Edit the Invoice transaction > Billing tab > select the correct Term as per Customer Record > Save.

Expected behavior the AR Aging Report should now be showing correct Due Dates on its transactions.