Known Issue: Balance Owing Missing or Incorrect on Custom Invoice Templates

Upon introducing the Payments worksheet in 2024 modules (as described in the version 13.1.53204.0 release notes), we moved the Balance Owing and Amount Paid fields to the Payments worksheet and modified the corresponding CInvoice, JInvoice and FInvoice templates in those new modules.

If you customized your T1 invoices in 2023 or earlier, they will no longer correctly display the balance owing or payments in the 2024 T1 module if you add T1 2024 to their properties.

This occurs because the previously customized 2023 templates still refer to fields on the Billing worksheet, which in the 2024 module now appear on the Payments worksheet. 

Going forward, you will need to keep a set of invoice templates for 2023 and earlier, and create a set one for 2024 onward.

How to Update a Custom Invoice Template

To update a customized invoice template so it works in 2024, you have the following options:

1. (Recommended) Keep the 2023 template as-is, and clone the built-in 2024 version to use in 2024 and onward. Reapply your custom changes to 2024. 
2. Clone your customized 2023 invoice and set it to only apply to 2024 and any future years. (Retain the 2023 and prior year template as-is.) Then, carefully search and replace the text below, in the order below, to update the field codes and conditions.