I have a bank auto feed and recurring invoices set up. Some tenants pay in advance of the invoice date. How can I make sure that the invoice when raised is settled by the prepayment?
That is a long standing gap in the system, however there would be an overhead in doing this and most QF customers are more concerned with their clients invoices being mailed before the start of the working day.
There are a couple of manual hacks available to you:
- Email or copy invoices to yourself and check manually, then resend to customers
- After the invoice run go to the Client Management screen and click on search. Select Prepayments and submit. You can then sort by prepayment balance and identify the clients manually.
As long as you get to the invoice before the client does they will see the payment shown and an outstanding balance of zero. (Some will still get confused and complain that they have already paid of course)
As @FolkLondon mentioned, there isn’t a way to automatically mark a recurring invoice as paid from a prepayment.
This topic was automatically closed after 7 days. New replies are no longer allowed.