Hi - I have activated banking feed (HSBC) and had 3 outstanding invoices. Invoices arent being auto marked as paid. When i looked to mark them manually, only one identified the invoice payment in the banking feed. What am I doing wrong?
Hi, invoices are never tagged automatically - by design. You can create auto tagging rules but not to tag existing invoices, only to create new invoices.
Do you try to link the invoices to the bank account entry from the invoice screen or from the bank account screen?
I think it is best to tag them from the bank account screen by clicking the red tag button, click payment from customer and when the invoice amount matches the. Bank account entry and the invoice date is in a specific time frame then the invoice(s) should pop up there.
You can set the time frame in your advance account settings.
Hope this helps
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