Troubleshoot previous billing totals on project contract AR sales invoices

Learn how Sage Intacct determines the billing sequence for project contract invoices and what you can do if the previous billing totals on an invoice are inaccurate.

How previous billing totals are determined

When you create a project contract AR sales invoice, Sage Intacct uses the GL posting date and Billing through date to calculate previous billing totals in the project contract billing summary and the AR sales invoice line summary.

The GL posting date and the Billing through date on the current invoice are compared to the dates on previously-generated AR sales invoices to determine the correct billing sequence. This sequence is essential for accurately calculating previous billing totals.

Issue: Previous billing totals are inaccurate

An incorrect billing sequence can result if the GL posting date and the Billing through date on the current AR sales invoice:

• Match those of an earlier AR sales invoice.

• Fall before those on an earlier AR sales invoice.

In these situations, the previous billing totals on a project contract AR sales invoice might be incorrect and might exclude the most recent AR sales invoice.

Solution: Review the dates on the last AR sales invoice

To avoid inaccurate totals, always review the dates on the last AR sales invoice before creating a new one for the same project contract.

Make sure the GL posting date and the Billing through date on the new AR sales invoice do not match the dates on an earlier AR sales invoice. Also confirm that these dates do not fall before the dates on the last AR sales invoice. If they do, revise the dates before generating the project contract AR sales invoice.