Home Forums Support "Outstanding" on dashboard

This topic contains 23 replies, has 2 voices, and was last updated by  mikejandreau 2 months, 3 weeks ago.

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  • #20594

    mikejandreau
    Participant

    What’s the math that goes into for this number on the dashboard?

    My gut says it should be the total of all unpaid invoices, but that math is wrong on my install.

    I have two unpaid invoices: $439 & $136.50
    My “Oustanding” is $400.35

    I can’t figure out what math is adding to that total.

    One of my clients has $399.25 in credit, but that doesn’t add up to the total in any way, either.

    #20595

    Hillel Coren
    Keymaster

    Maybe there are archived clients/invoices also being included?

    #20597

    mikejandreau
    Participant

    That would make sense if the total were higher than what I’m seeing, no?

    As is, the Outstanding total is less than the sum of my two u paid invoices.

    #20598

    Hillel Coren
    Keymaster

    What do you see if you run the invoices report filtered by ‘unpaid’

    #20599

    mikejandreau
    Participant

    The same two invoices that show as unpaid on the Dashboard.

    One for $439 and one for $136.5

    #20600

    Hillel Coren
    Keymaster

    Sorry, I’m not sure. Any you’ve made manual changes to the database?

    #20601

    mikejandreau
    Participant

    Nope. No manual changes to anything.

    #20603

    Hillel Coren
    Keymaster

    Maybe try exporting the invoices to check what you see.

    #20604

    mikejandreau
    Participant

    Nothing out of the norm there. There’s only two unpaid invoices, and their total is not what’s shown as “Outstanding”.

    Can you explain the math behind that number? That might point me to look at something I’m overlooking now.

    #20605

    mikejandreau
    Participant

    Ok, the math is definitely wrong there. Here’s what I found after digging through some stuff:

    I sent a client an invoice for $500. They paid it. I applied a $500 credit to their account.
    They had an outstanding invoice balance of $38.65, which I paid with their new credit.

    A new client then has a new invoice for $439.00

    $439.00 (client a) – $38.65 (client b, completely unrelated to client A’s invoice) = $400.35 which is what’s shown on the dashboard.

    So it seems like the “outstanding” is subtracting the payment made to Client B’s invoice (due last month) from the total owed on Client A’s invoice, due this month.

    That seems wrong to me.

    If I delete that Credit applied to Client B’s invoice, my “outstanding” is correct. But then I have an invoice that’s actually paid, but isn’t showing as paid, because of the credit issue.

    The math in the Outstanding calculation is definitely doing something wrong.

    • This reply was modified 2 months, 3 weeks ago by  mikejandreau.
    #20607

    Hillel Coren
    Keymaster

    I’m not sure, if a client paid an invoice and you then create a credit and use it to pay an invoice it would double count the revenue.

    #20608

    mikejandreau
    Participant

    That still doesn’t explain the math I’m seeing, though.

    The black number on the left of Outstanding should be all outstanding invoices, right?

    If so, mine should show $575.5, the sum total of the two invoices I currently show in Unpaid invoices.

    If I add a test payment to either of the open invoices, the Outstanding goes down (as I’d expect). But it seems like the initial total is wrong, but I don’t know how or why, since I don’t know what math is going into it and what it should be counting.

    #20609

    Hillel Coren
    Keymaster

    It should include the total balance of active/archived sent invoices.

    #20610

    mikejandreau
    Participant

    Then something’s definitely broken.

    Here’s my Active, Archived and Unpaid invoices: https://take.ms/ptNkw
    Here’s my Dashboard: https://take.ms/zna78

    If what you’re saying is right (which it seems like it is), the total on the left should be $575.5

    Should I just ignore this and hope it fixes itself as invoices get paid? I’m worried the more invoices I add, the worse it’s going to get.

    #20611

    Hillel Coren
    Keymaster

    I suggest adding a new blank company and seeing if you can figure out the steps to replicate the problem.

    #20613

    mikejandreau
    Participant

    I tried the exact same thing and I can’t make it do the same thing, no matter what I do.

    I’m going to just hope it fixes itself at some point in the future.

    #20635

    mikejandreau
    Participant

    I found the issue.

    One of the invoices’ totals for Client A shows in Client B’s ledger: https://take.ms/ypVLx

    That $461.35 is not on invoice #2018-0965. That invoice’s total was $68.85, which was paid by credit.

    So, somehow, Invoice Ninja accredited the wrong amount on that invoice, which is throwing off all the subsequent balances for this client.

    How can I fix that?

    #20636

    Hillel Coren
    Keymaster

    I’m not sure, I would guess delete it and them recreate it.

    #20637

    mikejandreau
    Participant

    This has led me down a hole and on a wild goose chase.

    Somehow the math is wrong, and there’s an extra payment in the client’s account somewhere.

    I’ve tried deleting the payment, but then they have an invoice unpaid.

    I’m just going to go into the database and zero out their account, because no matter what I do through the UI, the balance is wrong when I apply a correct payment.

    #20638

    mikejandreau
    Participant

    Ok, I fixed that. But now I’m back to why the “Outstanding” is wrong.

    See my screenshot: https://take.ms/Ft7f3

    Shouldn’t the number on the LEFT of Outstanding be all outstanding invoices?

    You can see there’s two unpaid under “Upcoming”, that total more than the Outstanding total. Why is that?

    #20639

    Hillel Coren
    Keymaster

    If you have the first month of year set on Settings > Localization then it would start from that month.

    #20640

    mikejandreau
    Participant

    I have that set to January.

    The two unpaid invoices are from May and June.

    So that’s not it, either.

    #20641

    Hillel Coren
    Keymaster

    Sorry, not sure. If you can provide steps to replicate I can try to debug.

    #20642

    mikejandreau
    Participant

    I think I figured it out.

    One of the invoices had been emailed prior to switching to Ninja, so Ninja doesn’t see it as having been sent, so it’s not including it in that total.

    So, while it’s due, it’s not “sent”, and I’m 99% sure that’s the problem.

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