I’m not completely sure I’m using the correct terms for my query, however, I’ll do my best to succinctly get across what I’m hoping for.
As a music tutor I send invoices out weekly to my student’s parents. Quickfile has saved me an insane amount of time manually sending invoices to each of them but I’m wondering if it can save me some more…
Essentially all of my clients pay using online bank transfer and I’m wondering whether there is a feature already in existence that allows me to integrate my banks (Lloyds) incoming transfers and update my quickfile client’s invoices as paid?
@Lurch yes - sorry, having a blonde moment! once the transactions are showing in your bank account it is easy enough to tag them to the invoices though as it’ll search for invoices with the same value and you can tag in a few clicks