Transaction Rules & Customer Payments
So I have a situation as follows. We have many clients who are all invoiced on the 1st of each month on a recurring invoice for 1 of 10 plans.
This means that almost all payment dates are the same (some people pay late) and that a lot of the amounts are the same.
All payments are offline
This means that ZERO % of the time the Match works as it only seems to check date and amount.
All my customers pay using a reference number displayed on their invoice.
I wanted to create a "Transaction Rule" that matches a "Customer Payment", but that option is not available?
This means, the only way to Categorise a payment is to do it manually and search that reference number, find the customer and search for it again under "Categorise Manually". It is extremly time consuming & error prone.
Is there any other solution?
Topic Participants
Ryan
Akhil V
Sarra
Prabhakar Arya A
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