Hi there, just wondering if we’re supposed to see more information in the emails we receive to tell us a payment has been received. We have multiple open invoices but the dashboard doesn’t list a received payment. I think it would be helpful if in the recent activity it could say, invoice xxx was paid by xxxxx on xxxxx. Through searching PayPal I could figure out which invoice was paid, but the invoice in quickfile did not auto-change its status to paid. Is this an option that can be turned on?
Did the client actually pay you through QuickFile, i.e. click to preview the invoice then choose one of your payment options e.g. PayPal? If this is the case then the invoice should have updated to paid automatically, unless you have that switched off in Account Settings >> Payment Options.
Thanks for getting back to me Glenn. Payment was through QuickFile - it sent me an email notification. I had to manually mark the invoice paid though and work out which invoice it was to begin with. Going to Account Settings, I can’t see an option to turn on for this unfortunately…
I checked and I can see you have setup QF to post these payments to your account. However was this a non-GBP invoice? Currently we don’t log non-GBP payments from PayPal automatically as their API does not provide the exchange rate, so we can’t know what GBP amount to log.
For GBP invoices this should have logged automatically.
