Is there a way to mark an invoice as paid when the bank feed sees a deposit matching the amount ?
Not fully automatically, no, you have to manually tag the “payment from a customer”. In general there’s no way for QuickFile to know for definite that a given payment belongs to a particular invoice purely from the amount (if there’s more than one invoice for the same value, or if the deposit is part payment on another invoice or something else entirely).
I guess it could be a feature request to be able to define auto tagging rules for the specific case where the BACS payment reference matches a QuickFile invoice number, but that still relies on the customer entering the reference accurately.
Yes true - but I was hoping that if the customer puts it in the reference as the invoice number it would pick that up
As @ian_roberts mentioned, this isn’t something that’s supported yet. We have basic identification when tagging an invoice, but nothing like you are looking for, at present.
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