Each month QF sends a recurring invoice to a client in the ROI. When they pay me I record the payments manually (in Euro) in my GC Euro control account as previously instructed. This works perfectly. However, when I check my purchase records my recurring invoice is displayed as sent (but not paid) and the entry I make into the GC Euro control account generates a new invoice.
Should I just delete the sent (but not paid) invoices?
Can I tag the payment in my GC Euro control account to the original recurring invoice?
I have attached a screen shot. I hope this make sense.
How exactly are you tagging the “entry [you] make into the GC Euro control account”? If you’re getting an untagged transaction from some sort of feed and tagging it as payment from a customer then that should allow you to assign it to a sent-but-unpaid invoice at the point of tagging, rather than create a new one. Or if you’re not getting anything from a feed then the simpler way would be to “log payment” from the sent invoice and select the GC control account, which will create the tagged transaction for you.
