Some paypal payments automatically create invoices and tag

Support
1

Hi Guys,

When a specific customer sends a paypal payment it is automatically generating a new Invoice rather than letting me tag it manually, thus I then have to detag it, delete the new invoice and update it manually.

This is for invoices in USD - is there anyway to stop this?

Regards
D

2

Hello @sitewideuk

If they pay using PayPal externally to QuickFile the payment is handled based on your feed settings.

If you go to your PayPal bank account, select More Options >> Bank Feed Settings, you should see these options:

Screenshot_20180714-114922~2
Screenshot_20180714-114922~21383×282 18.8 KB

If you select “leave tagging to me”, you can tag them as you wish.

Hope that helps!

3

Thank you,

I’ll give that a go :slight_smile: