Occasionally we have people who over pay their accounts if it's not a lot I will put the money on to their account to use later.
Is there a way to do this via bank transactions?
I can put the whole amount on as a POA but can't see how to split it so I can pay the invoice and add the extra on.
I hope that all makes sense.
Thanks for any help I get.
PS I know I can do it via banking sale/receipts but it would be faster if I can do it all in one place.
Hi Charlie,
Thank you for using the Community Hub.
If you have matched a transaction in the Bank Feed and are left with a value you can create a Payment on Account using the New Transaction button on the match screen.
This guide explains Match bank transactions from bank feeds or an imported file
If you need further help or guidance the next step would to be contact us via –
If you have any thoughts on how this could be improved, please use the link below
If this has answered your question, please click Verify Answer.
Regards
Andrew
SAGE UKI
Hi Charlie,
Thank you for using the Community Hub.
If you have matched a transaction in the Bank Feed and are left with a value you can create a Payment on Account using the New Transaction button on the match screen.
This guide explains Match bank transactions from bank feeds or an imported file
If you need further help or guidance the next step would to be contact us via –
If you have any thoughts on how this could be improved, please use the link below
If this has answered your question, please click Verify Answer.
Regards
Andrew
SAGE UKI
