Accounting Ideas

Being able to record payment for invoices with out interfering with Banking

My current set up benefits my accountant as he links all my transactions to my banking but the problem we have is I can't record payments because of this as every remittance I receive my accountant makes up an invoice to suit the remittance amount therefore the invoices I create have no bearing other than informing my customers what is owed. I have to manually print off the invoices and put them into files of 'invoices due' and invoices paid' - the software isn't user friendly for my needs. Surely this can be separated which means I can simply record payment without interfering with the banking side of things?

  • Guest
  • Apr 30 2021
  • One For The Future
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  • Guest commented
    30 Apr 08:37am

    My current set up benefits my accountant as he links all my transactions to my banking but the problem we have is I can't record payments because of this as every remittance I receive my accountant makes up an invoice to suit the remittance amount therefore the invoices I create have no bearing other than informing my customers what is owed. I have to manually print off the invoices and put them into files of 'invoices due' and invoices paid' - the software isn't user friendly for my needs. Surely this can be separated which means I can simply record payment without interfering with the banking side of things?

  • Guest commented
    30 Apr 08:30am

    My current set up benefits my accountant as he links all my transactions to my banking but the problem we have is I can't record payments because of this as every remittance I received my accountant makes up an invoice to suit therefore the invoices