I’m trying to tag a payment from a client in bank account view but it’s showing me no ‘available’ invoices but I know that there are 5, three for the exact amount as the payment. My invoices are in DRAFT as i submit timesheets to clients through their software, but it’s always been like that Iand I’ve tagged three payments previously. (I checked it the other way around and it’s not showing me any matching bank account transactions either) Am I doing something wrong?
Hello @ehamzic
The invoices would only show in the tagging screen when the invoices are marked as sent
Draft invoices are drafts, they are not live and can not be paid until you mark them as sent
In particular you don’t have to physically (or electronically) send the invoice, one of the options under the “send” button is simply to flag the invoice as having been sent.