I have 2 clients managed by 1 property company.
I have to send them their individual invoice and the property company that manages them usually pay me seperately. I then just tag the payment to the invoice. easy but…
This time I have 1 payment ie. 250. I can tag this payment to client A for the outstanding invoice of 180. This leaves me with 70. But I can not attach this remainder to Client B becasue it is associated with Client A.
Is there a simple answer out there?
Mike
QuickFile doesn’t let you tag one bank transaction to two different clients, you have to either delete the 250 transaction and manually create two separate ones for 180 and 70, or tag the 250 as a bank transfer from another account (e.g. director loan/drawings) and then log the separate 180 and 70 payments in that account rather than the main current account.
Genius. Thank you. Makes so much sense and so obvious…
This topic was automatically closed after 4 days. New replies are no longer allowed.