Hello
Its says that I have two overdue invoices from customers but these have both been paid but the transactions have not matched up with the invoices, does this have to be done manually? is it called log a payment? if so how do I make sure I get it right? do I just match the dates and amounts from my transcations when logging it and it should sync?
Many thanks
Hello @Chloe44
It depends on how you are using the software.
Do you have a bank feed, upload bank statements or record bank transactions manually?
If its manual you can open the invoice and click log payment
If its from a feed or statement you would tag the bank transaction as a payment from a customer and match it against the invoice.
I record them manually so brilliant yes Ill try logging it now thanks
Okay I just logged the payment and it added it to my balance so now my balance is incorrect. I sent them an invoice directly from quickfiles, how would I undo this and rectify it?
Hello @Chloe44
Which balance is incorrect? (the bank, the client or something else)
If it is the bank open the banking screen, then the relevant bank and delete the payment (th invoice would then be marked as outstanding again)
Okay thanks so Ive deleted the payment , yes my bank balnce was incorrect it has duplicated the payment, it says money owned to you on the screen so Im trying to get that to 0 by logging the payment
Hello @Chloe44
Virw the banking screen and are there any transactions for the amount of the invoice which say “Tag Me”