Note: This procedure applies if you are currently using any AV4 version from 5.8.35 or lower and use the AV4 payment features.

Your database may have some older customer orders which has payment information stored in an old type format.

Upgrading this old type payment data does not always result is a accurate upgrade for every customer.

Please follow this procedure to generate a report of customers without a zero balance.

Perform before downloading or upgrading to version 5.9.X or 5.10.X :

Use Reports/Payment Summary.

Set year to the current year and set the campaign to 'All'. 

Select the 'Non Zero Balance' option. 

Print the entire report to use as a reference.

** Download / Upgrade **

After your database has been upgraded:

The next time you process an order for any customer on the list, double check their balance.

If the balance does not match, the Payment tab can be used to add an adjustment entry (+ or -).

Additional Procedure (Optional)

This procedure will mark every order 'Paid In Full'.

Use Main Menu / Utilities / Payments In Full

Select each year and 'all' in the campaign list.  Click 'Clear and Pay'.

Repeat for each campaign year.

Any customer with a outstanding balance from the report from above can be adjusted.

Adjustments can be entered for a customer on the last campaign that has an order.

Or a Dummy order can be created with 1 zero amount line item.

Enter a negative or positive entry on the Payment Tab.