Online Payments/Deleted Invoice
Hello, I emailed a customer an invoice ($100) in which I never heard anything back so deleted the invoice. The customer then let me know a little while after I had deleted the invoice, that they ...
Forum Discussion
Hi Earl,
When I go to reconcile the deposited amount on the bank feed ($270) only the $100 invoice shows up. The $170 invoice is closed as it was paid via online payments, the invoice is showing a payment applied and into the undeposited funds account. If I delete this payment, I should be able to reconcile both invoices?
Hi sarahtaylor93,
Just to clarify how online invoice payments (OIP) work, when someone pays an invoice online, that payment shows up as its own separate transaction in your bank feed. So, if you’ve got a $100 invoice paid via OIP and a $170 invoice paid the same way, both should appear individually, not combined together as a single $270 transaction.You don’t need to delete any payments or make extra changes for these OIP transactions. Each payment will show up in your bank feed just as it does on the invoices, making reconciliation straightforward. If you’re seeing only one part, double-check for separate transactions, OIP payments won’t merge with others on the bank feed. More information here: Online payments
Regards,
EarlHi Earl,
The money deposited into my account was done as a lump sum for both invoices $270, not individual amounts. I have had this happen before when invoices are paid via online payments on the same day and the money is deposited into a lump sum.
Hi sarahtaylor93,
That can definitely happen when invoices get paid together, you’ll see just the one lump sum hit your account. If the previous workaround provided doesn’t do the trick, give our team a buzz via our virtual assistant MOCA or pop a support ticket through MyAccount and we’ll help you sort it.
Cheers,
Shella
