Greetings - I am a new user, and I am trying out GnuCash on a rather odd application - I manage a couple of employee water clubs at work (for Sparkletts bottled water - since our employer won't spring for the water - pardon the pun). I have it setup as a business type of accounting. I'm trying this on the smaller & newer of the clubs I manage. Weird I know, but I want to make this work. I am also treasurer of a non-profit, I wish I'd known about GnuCash before I went & bought QB. But OK, for the water club -
I was able to import a bunch of customers (club members) via a csv file I made from an Excel roster. So far, so good. I have an asset account called Cash On Hand which monthly dues will pay into, and water bills will be paid out of. And I have only one Vendor (Sparkletts) and one applicable expense account (bottled water). Since I don't really want to produce 36 separate invoices each month for member dues, one at a time, I am hoping to find a way to sort of batch generate invoices. I have tried numerous times making a small 2 line csv file from an excel table to import, and have run into several issues. It is only 2 lines now because I have 2 customers that are late paying for May, so I thought I'd try this out on them. One issue is that if I leave the ID field blank, "import" does not self generate invoice ID's - but instead just ignores the lines. OK - no worries, I can plug in invoice numbers in the excel table, that's not too much work. The more serious issue is this, although the specific customers are C033 and C034 - when I import, both invoices generated are applied to one of the customers only (C033) and none to the other customer (C034). I generate 2 invoices, but both for the same customer (C033). Import Invoices is not reading the customer (Owner ID) in the table and applying to the correct customer. This I do not know how to work around. I'm looking for ideas or anything I may be doing wrong. I have upgraded to the latest version 2.6.16 (rev 509ce16+) BTW. Really, if I cannot batch-make invoices, I can't make use of GnuCash. Trying to generate 36 (or so) individual invoices on the 1st of each month is not going to work for me. I know this is probably a better application for just using Excel, but I wanted to give this a try. Actually if I could figure a way to batch email my batch prepared invoices, this would be totally awesome. Any feedback is appreciated. I will be away from this email address for a couple of days, so no big emergency. Thanks, Buster _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org https://lists.gnucash.org/mailman/listinfo/gnucash-user ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
