Allow linking bank transactions to invoices from multiple customers
When a client pays by credit card or via their phone through a payment service, (eg. Snapscan.co.za in South Africa) our bank account registers a single transaction per day for all clients who paid with that service. Currently there appears to be no way to link the bank transaction to multiple invoices from different customers.
There is also a bug/oversight in the current functionality - it only allows you to link to multiple invoices if you select them all at the same time. If you link to one invoice, then realise you have another for that client and link that in a separate action, the first one linked is dropped.
Thanks for a great piece of software!
Peter
Peter Wood
shared this idea
-
jfdd43 commented
I agree with this. Would be great for CC Batches and Bulk deposits (like cheque and cash sales).
In Canada, if I make $10,000 in credit card sales in one day, I will receive a bulk deposit of $10,000 minus the processing fees. This one deposit will be the result of multiple sales from numerous cards and various clients.
Ideally, you could click the deposit transaction in the bank account and mark it as a split transaction. Then make a line for each invoice, and CC fee