In bank tagging screen it does not give the Invoice number in the description. Often I have multiple invoices for the same amount to the same customers. They often then tell me they have paid 1 invoice and give the Inv number.
I can’t see the invoice number unless I click “Pay down multiple invoices or assign…”. But I can’t then send an automatic confirmation by e-mail. I have a work around, but they are slow and remove the whole effective point of bank tagging in the first place.
This also affects me when clients make one payment for multiple invoices. I can’t let them know which have been tagged with the confirmation e-mail.
Can you add this button to the multiple invoice screen?
Thanks
Gavin
Hi @Gavin_Smith
You’ll be glad to know that you can amend the template of this email to include an invoice number. If you go to Account Settings >> Routine Emails and modify the New Payment Received template, you’ll find a list of tokens which can be used - including @InvoiceNumber@.
Regarding an email for multiple invoices, I believe this has come up before. I’ll do a quick search on the forums and come back with a link for you to add your vote.
Did this thread go anywhere, I still find that not knowing the invoice number is frustrating when tagging payments.
Additionally, sending payment confirmation when I click multiple payments would be a great feature.
Hi Gavin,
Can I just confirm, are you referring to the initial matching? There is a more detailed bank tagging option (which I think you may know about?) where you can link a single payment to multiple invoices.
The initial match option (for exact amounts) does show the invoice number when you hover over it. Although if you’re using a mobile / tablet device you may not be able to see this, so we could consider changing this if that’s the case.
Are you able to post a screenshot regarding this point? There are quite a few areas in the system that this could relate to so I just want to be doubly sure.