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How do I merge paid invoices with bank deposits?
What is the best practice to merge paid invoices and bank deposits so I don't double count my income?
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Inappropriate?Hi Clay, to do this go to Money In > Payments. Select "Regular Income" you'll see a drop down list of all unpaid invoices. Follow the steps from there.
I’m thankful
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Inappropriate?Thanks, Allan. I had marked as paid without tying them to the deposit, so I just went in, marked as unpaid, then tied to the deposit. I'm all good. Thanks for the quick reply!
Sorry I missed you in Jacksonville. We'll catch up sometime, I'm sure.
I’m happy
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Inappropriate?Money In > Payments. Select "Regular Income"
There is no dropdown to link to an invoice. Has this changed since this post was made?1 Comment
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This answers the question
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Further to this I'm having an issue with duplicated payments via the bank account import function... -
Inappropriate?Morgan, can you make a new topic for this other issue you're experiencing? Thanks so much.
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