Dealing with duplication from bank sync

[Sam_James]

Hey, me again.

Here’s one for you - Create an invoice, customer pays cash. I mark the invoice as paid. They have a copy as paid and I have the cash.

I then pay the cash in. Bank sync brings in the cash into current account. You can’t link a payment to an invoice already marked as paid. So what’s the best practise to follow?

Delete the synced entry? Don’t mark the invoice as paid and wait till bank sync?

Thanks

[Glenn]

@Sam_James

I mark the invoice as paid.

Are you marking it as paid to the petty cash account? At least this is what you should be doing. When you then pay the cash into your bank, you wait for the entry to appear on your bank statement then tag as a transfer from the petty cash account.