We send out recurring invoices monthly. The client’s typically use the same reference each month. Can Quickfile automatically tag the client payment’s to their corresponding (oldest) invoice?
I am aware that I can set up a rule to auto tag as a prepayment on the client’s account then go in and assign to the invoice, however I would like this to be automated if possible.
Hi @Kat_Stone
This isn’t possible at this time, but we could certainly consider it as part of future development.
I can move your post to a Feature Request for now, if you wish, and we can monitor the interest in the request.
As many customers remittance’s include an invoice number this should be where the tagging is attempted as a first step; but unavailable currently…..future development as Matthew has proposed.