I have a client that I have issued two invoices to. Each invoice is for the full amount of the job but only 70% is due with order. It is easier for me to do it this way rather than issuing two invoices. The client has paid one lump sum for both deposits. I cannot split this when tagging from the bank so I have allocated it to the clients account as a prepayment. If I then try to allocate part of this to either invoice I find that I cannot. If I try to allocate to the invoice that is smaller than the prepayment it forces me to allocate the whole invoice amount and if I try to allocate to the invoice that is larger than the prepayment it forces me to allocate the whole prepayment plus the balance from another account such as the current account and creates a new transaction.
Why can I not allocate part of a prepayment to part of an invoice by just entering the amount.
Sadly that’s not something QuickFile currently supports, the only workaround I can think of would be to temporarily edit one (or possibly both) of the invoices with a negative line for the 30% overhang to bring its total down to the 70%, then tag the payment across both, then remove the negative line again.
Hi,
In addition to Ian, you could maybe transfer the lump sum from your bank account to a dummy account and split it there to the proportion you need to pay the invoices.
That would also work but if the client uses their dashboard then it would appear on their statement as if they sent two separate payments rather than one.
Ian, I suspected this was the only option. Thanks for confirming.
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