One of our clients decided to pay online via PayPal rather than our preferred GoCardless. I had set-up the PayPal by default (I believe) so tagging was automatic. I have just checked out outstanding invoices and have come across a duplicate client name - one with outstanding invoices and the other with the PayPal invoices paid. How do I resolve this?
The client names are last name + initial. Paypal client name first name + last name.
I think firstly, you need to turn this setting off. Open your Bank Overview, and click on Feed Settings
And select this option:
What QuickFile does is:
Quick File automatically create and allocate to clients based on the senders registered PayPal email
So, if their email address doesn’t match a client, a new client would be created
To correct the error, I would do the following:
Go to your PayPal account, find their payment coming in, and untag it:
And then retag to the correct invoices, as per normal.
Just a quick question though, did they send a payment direct from PayPal, or did they go to their client control panel in QuickFile and pay through QuickFile? The QF option should tag it to the correct client, so just checking as there may be a bug there!
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I’ve corrected the invoice and deleted the client created by PayPal. I have taken your advice and reset the tagging of paypal to me. Thanks for that advice. By the way they went to their client control panel in QuickFile and paid through QuickFile.
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@Glenn - if they paid via QF, shouldn’t it tag to the correct invoice automatically? May be a bug hiding there somewhere!
Yes actually it should auto-log the payment, unless the end client paid directly from PayPal… although I see @gjwguk confirmed that this wasn’t the case.
Let me dig a little deeper.
EDIT:
Looks like it did auto-log, @gjwguk can you confirm the amount paid was 24.89 (including a card processing fee) paid on 29th December?
I can confirm it was £24.89. £0.89 was charged to the client and Paypal fee was £1.05. The percent charge was applied by QF.
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