Annual invoice - monthly payments

Question asked by Rachel Kirk 10 years ago

Hi.

I'm very new to Clearbooks so please forgive me if the answer to my question is very obvious!

I send out annual invoices but receive payment via monthly direct debit. Is there a way of automatically receiving and assigning payment to the customers' accounts each month following the monthly direct debit run?

thanks for your help

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3 Replies

Hi Rachel

Not possible i'm afraid. You can create lookup rules so the statement explanation process becomes a little quicker butb as yet there's no auto allocation feature.

Best answer
10 years ago

Hi Rachel - this is how I run my firm and, as Kevin says, I use bank rules that identify the monthly payment and offer up the invoice for allocation, so only one mouse click each one.

10 years ago

Thanks to you both - I'll give it a go.

Rachel

10 years ago

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