Tuesday, June 25, 2019

Date Closed in Saved Searches

Date Closed is sometimes mistaken as the date of payment application which changes the status of an invoice from Open to Paid in Full.

 

Date Closed is the most recent date of payment made regardless of when it was applied.

 

A. Date Closed = 12/14/2016 not 01/30/2017

                01/29/2017 - Invoice $20.00                             

                12/14/2016 - Advance Payment $20.00            

                01/30/2017 - Application of Advance Payment

B. Date Closed = 01/30/2014 

                01/29/2017 Invoice = $40.00

                01/30/2017 - Payment = $20.00                            

                12/31/2016 - Advance Payment =$20.00

                02/14/2017 - Application of Advance Payment

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