I have some 200 clients who pay monthly by Direct Debit (to a DD bureau not integrated to QuickFile). All pay the same day. At the moment every month I need to upload the DD payments report CSV file to a Merchant Account and then tag each payment manually to its unpaid invoice. Is there any way to get those payments tagged automatically to the originating invoices?
Hi @rudolph
Do you create the invoices in QuickFile before hand?
If the answer is no, you can set up a bank tagging rule which then creates the invoice based on the text entered. So for example, if your transactions include customer reference numbers, you could get it to pick up on this and create the invoice and tag it at the same time.
If the answer is yes, you can bulk tag payments from the bank management screen, but only from the same client.
Or, you can do it backwards and do it from the invoice screen. You can bulk invoices as paid, simply by selecting them (tick the boxes) and selecting the ‘Update as paid’:
It’s worth remembering that this will create new bank transactions depending on your choices (as shown in the screenshot)
I hope that helps?
Edit
For reference, bank tagging rules can be found under ‘Banking’:
Hi, thank you for your super rapid answer.
Yes I create the invoices before hand, in fact all are recurring profiles. Otherwise I will not have Credit Control as there would be invoices only for those who actually paid. The option of bulk payment does not apply because as I said there are about 200 clients. May be a partial solution is the Grouped Payment although it would require not to upload but to tick manually the DD report (as on the old times!) but that is probably quicker that tagging manually each payment on the merchant account.
Is it possible to add this “automatic tagging of payments” as a feature request?
By all means you’re welcome to suggest this, and if the interest is there we’ll happily take a look at it 
Are you able to start a new thread in the feature category with a bit more detail (e.g. how you would expect it to work from your perspective), and we’ll keep an eye on it?
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