Known Issue: $null Balance Owing on Invoices

Upon introducing the Payments worksheet in 2024 modules (as described for T3 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.

We recently received several reports to our support team saying that the Balance Owing and Amount Paid fields on some invoices display as $null or did not show at all, instead of showing the dollar amount.

This usually occurs in customized invoice templates applied to multiple years. For example:

1. Customizing a 2024 invoice template and applying it to 2023 and earlier years. The 2024 template references fields on the Payments worksheet, which in the 2023 module are still on the Billing worksheet. When rendered in the 2023 returns, the amounts show as $null.
2. Previously customizing a 2023 or earlier template and adding 2024 to its properties to apply it to the new module. In this case, the prior-year templates still reference fields on the Billing worksheet, which in the 2024 module now appear on the Payments worksheet. When rendered in the 2024 returns, the amounts show as $null.

Workarounds

We are working on a solution to make it easier to correct this issue in custom templates. We ask you to wait until we can provide more details.

If you need to use custom invoice templates now, you have the following options:

• Use the built-in CInvoice, JInvoice and FInvoice templates instead.
• Do not roll forward customized 2023 invoices to 2024. Keep the 2023 template as-is, then clone the 2024 version and reapply your changes there. 
• Do not roll back customized 2024 invoices to 2023 and earlier. First, clone and edit the 2024 template, then clone the 2023 template and reapply those edits to 2023 and earlier.

Anticipated Resolution

We will resolve this issue in the next TaxCycle release.