I have setup a SEPA payment that Quickfile do not integrate with.
So I need to create recurring invoices but I need to reconcile the payments each month manually.
It would be nice to have an option to mark the invoice as paid automatically and log the payment to the account chosen.
This is what i do manually right now: :
- Create recurring invoice.
Every month:
1* Login
2* Find the invoice.
3* Mark as paid:- Log Payment click,
- then selecting the provider account (Gocardless EUR in this case, but could be any account),
- mark paid in full and bank transfer as method.
- Confirm
4* Tag the payment as transfer from the bank account to the Gocardless Eur.
Would be possible to reduce the number of clicks and actions with this?
When creating the recurring invoice, add this option:
Option: mark all new invoices as paid in full.
- Default account: pick one. On the example would be Gocardless EUR
- Default type: Bank Transfer
With that, I can remove steps 1-2 and 3.
And the 4th could be made with autotagging, so the whole thing can be fully automated.
Thanks for considering.
Coming from here: