Forum Discussion

AKSEACC's avatar
AKSEACC
Member
2 days ago

Income doubled up

Hi all,

 

I'm posting regarding reconciling income from a linked bank account, I keep having an issue where a payment is taken through the tap to pay feature of the app and recorded as income. A couple of days later when the settlement hits the bank account, it’s asking me to categorise the income again. I can’t link it to the relevant invoice(s) as they’re already showing as paid.

 

How do I get around this? Currently I’m saving the income as personal income so that I can remove it from my to do list but surely there is a better way..? Should the system not recognise these transactions automatically?

 

Thanks in advance!

1 Reply

  • Hi AKSEACC​

    Thanks for reaching out.

    This is located under More → Invoice Settings → Payment Settings.

    When this payment comes in a couple of days later, we should still be able link this up. If we categorise the payment instead, it can create duplicates since the transaction is already in the system.

    One common reason this happens is mismatched account settings, for example, if the Tap to Pay settlement account doesn’t match the connected bank account.

    If this doesn’t resolve the issue, it may be best to send our team a message. You can do this in the app via More → Chat to us.

    Thanks, 
    Hannah

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