Feature requested
What feature would you like to see in QuickFile?
Typical use case
When receiving payments against part paid invoices
How I would expect it to work
Currently if I go tag an invoice the system only looks for invoice totals that match the amount received.
All of my invoices are paid in two tranches. Deposit and balance.
The deposit the system will not be able to match but could the system not search for the balance on an invoice that matches the amount received?
Regards
Michael
Hi Michael,
I agree this would be a useful improvement. Since many invoices are split into a deposit and final balance, the system should really check the outstanding amount when a payment is received, not just the original invoice total. If the remaining balance matches the payment, it should automatically suggest that invoice. That would make reconciliation much smoother and save time.
This is especially important when you’re tracking staged payments and managing cash flow across different accounts, whether in accounting software or even with banks like FAB Bank where balance tracking needs to stay accurate. If you ever need a simple way to review and understand your financial balances more clearly, this guide on checking and managing balances can help: here
Hopefully QuickFile considers adding balance-based matching, as it reflects how most real-world invoicing works.
Agreed. Seems so basic to me 
but I am not holding my breath.
It shows outstanding balances rather than total amounts if you “pay down multiple invoices” and narrow to a single client if that’s reasonable as a workaround.
As a software engineer I suspect the why will have something to do with the database design making “find invoices with outstanding balance X” a relatively expensive operation on a large table.
Thank you for this………