Reccurring invoices - auto-tag payments

Support
1

Hello,
Every month, I generate 40 recurring invoices monthly, and the customers pay them monthly
Can I auto-tag bank transactions i.e. CustomerA, amountA, reconcile with the invoice CustoemrA, AmountA?

2

Hello @macuser

This is not possible, you would use one method or the other.

Either

  • Create recurring invoices then tag payments against them from the bank

Or

  • Use the Auto tagging feature can create invoice for customers based on the amounts paid.
1 Like
3

Hi, Will it be possible in the future to link the recurring invoices to auto tagged payments? #As it seems stupid that the system can auto generate invoices and send them to the client, but cannot automatically assign future payments to these invoices. Instead it can only credit the client account or create a new invoice for that payment. rendering the automation from auto tagging useless for recurring invoices