Invoice overpaid
My client overpaid and invoice that I’ve already put through as paid. I’m not able to match the invoice with the payment as the payment exceeds the invoice amount. I often have clients pay a tip. I’m a cleaner. Please help. Do I need to refund the invoice and redo or? Hope this makes sense 😊Solved63Views0likes1CommentDeleting a $0 'paid' invoice
Hello, I was creating a test invoice and accidentally saved one for $0, which has automatically been marked as 'Paid'. Unfortunately, the app won’t allow me to edit the invoice as it's marked as paid, and it won't allow me to delete this invoice, as there’s no associated payment to remove. Is there a way to have this invoice deleted? It’s now sitting among my regular invoices and is out of sequence with my invoice numbers. Appreciate your help!Solved257Views1like7CommentsNeed to match an incoming payment in Solo Money to invoice
I’ve received payment for my first invoice. I’ve categorised the transaction in Solo Money. I’ve gone to the invoice and recorded the payment. however doing so seems to mean the payment recorded on the invoice is on top of the incoming transaction - on my dashboard it totals the “total income” as the recorded payment plus the transaction.87Views0likes3CommentsANZ Business accounts can't be linked
Hi, when I try to connect my accounts to SOLO, my two business accounts come up as 'unavailable'. I've spent 30+ minutes on the phone with ANZ business team and they can't work out what is wrong. I have looked over the 'open banking' information that you send everyone else and according to that information there is no reason why I shouldn't be able to link the accounts. It is definitely not worth me having solo if I can't link these accounts. Would appreciate anything else you can suggest or help with to fix this issue asap. Thanks.Solved141Views0likes4CommentsIs it ok to manually import past transactions if I just started using Solo with a new bank account and they won't match?
Hi team, just downloaded Solo and wondering about collecting the full financial year in it. I have expenses in July, but just opened a new bank account this week for use with Solo and finally split personal and business accounting. I am wondering if there's a "proper" way to bring these expenses in as they won't match the bank account transactions (this account did not exist then). For context, I come at this question from being a YNAB user where everything needs to match, so wondering if the same principle applies here or if expenses and bank accounts are generally two separate things in Solo and therefore it's fine to bring past expenses in that are not reflected in the linked account. Thanks for any pointers! Cheers, DanSolved127Views1like2Comments