When I tag a bank entry as “payment from a customer” there are a couple of issues:
(a) shouldn’t this be “payment from a client”? It seems that, everywhere else in QF, we refer to these entities as “clients” not “customers” and it should be consistent here?
(b) when I’ve selected “payment from a customer/client”, I then select the option to “create a new invoice”… I start typing the client name, but it then seems to be showing me both clients and suppliers… see screenshot below:
I have Stripe in the system both as a Client (for recording sales revenue received from Stripe) and separately as a Supplier (for recording payment of processing fees paid to Stripe).
Surely when selecting “payment from a customer/client” I should only be shown actual clients in this dialog, not suppliers? I can only distinguish between the two by adding CLIENT to the reference on the Client record (though the reference from the Supplier record isn’t shown in this dialog).