Troubleshoot invoices and payments

I can't change invoice or payment data in Customer Manager.

Invoice and payment data that you import from another program is read-only and cannot be changed in Customer Manager. Make your changes in the accounting data source file, and then update the data in Customer Manager.

To update accounting data, click Update Accounting Data on the Customer Manager Tools menu.

Payments were not included when I imported my database from Microsoft Small Business Customer Manager 2000.

If your accounting data source file contains the payment information, import the information directly from the accounting data source file.

To import accounting data, do both of the following:

Link to your accounting program

  1. On the Customer Manager Tools menu, click Options.

  2. Click the Accounting Program tab.
  3. Under Accounting Data Files, click Search.

    Note  To narrow your search, click Browse, navigate to the folder you want to search, and then click Open. Click Search.

  4. Under Results, select a file, and then click OK.

    Customer Manager needs an accounting program filter to access data in your accounting data source file. If an accounting program filter is already installed on your computer, you might need to download one. If so, Customer Manager will prompt you with instructions.

Update the accounting data

I can't see payments and invoices that contain different currency symbols.

Customer Manager has a currency symbol setting that filters the view of payments and invoices. Only the payments and invoices containing the selected currency will be viewable.

To change the currency symbol setting, do the following:

  1. On the Customer Manager Tools menu, click Options.
  2. Click the Other tab.
  3. Under General, select the currency that you want to display in the Currency for payments and invoices list.
  4. Click OK.

The currency symbol is correct, but digit grouping symbols and/or decimal points appear in the wrong place.

You need to change your Windows settings to correspond with the currency you want to display. For example, if you want to view data using the French franc symbol, you first need to change your regional option setting to French (France).

To change your regional option setting, do the following:

  1. On the Windows Start menu, point to Settings, click Control Panel, and then click Regional Options.
  2. On the General tab, under Settings for the current user, select the locale of the currency you want to display in the Your locale (location) list.
  3. Click OK.