Hiya,
I recevied a payment - £1000 - then I reconciled with an invoice £966
so £34 remains to reconcile with next invoice. How can I do that?
When you log payment against an invoice directly (from the preview screen or from the list of invoices) as opposed to tagging a bank transaction, you should see an option to “apply from credit”.
When you get an over payment or a single payment for multiple invoices you can either:
- Go to the client’s account in QF and click on “more options” and select “new prepayment”. Enter the whole amount there and apply the payment to invoices as in the post above.
2 On the first invoice set the amount paid as the full amount of the payment. QF will automatically turn the surplus into a prepayment. Settle subsequent invoices as shown above.
You can leave pre-payments on the client’s account to settle against future invoices.
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