Op zaterdag 27 oktober 2018 20:24:47 CET schreef wail: > Hello, > I have a list of invoices and a list of payments and I'm trying to assign > payments to invoices (I'm using Gnucash 3.3 on Ubuntu 18.10). > The problem is that my client pays sums that are not related to invoices, > e.g. invoices would be $4 $5 $3 $6 while payments would be $2 $6 $2 $3 $5. > So I need to assign a payment to two or three invoices. > I just want to assign each payment to the oldest unpaid invoice(s). > > I was able to add a few payments to multiple invoices then it stopped > working, that is, if I select two payments in the "Process payment" window > and click ok, then only the last selected invoice will receive the payment.
Is the payment amount big enough to cover the two invoices ? I'd have to verify how GnuCash orders preselected invoices. I *thought* however that if you don't select invoices at all GnuCash will automatically assign the payment to oldest invoices first. > If I edit the payment again, only one invoice is selected. That makes sense as only one invoice received the payment as to your previous statement. > That may be unrelated but sometimes the right click menu on a transaction > shows "edit payment" and sometimes it shows "assign as payment" instead > (typically after I edit the payment once and it gets split). This is intentional and has meaning: If the context menu shows "Edit payment" that means this transactions has already been (partly) assigned to an invoice. If you choose to click "Edit payment" you are effectively telling GnuCash you want to *change* this existing assignment. Hence GnuCash will open the process payment window with the existing assignment reconfigured, ready for you to make changes. This can be a bit tricky to do. On the other hand if the contet menu "Assign as payment", this means GnuCash is unaware this transaction is related to a business payment and allows you to assign it to a customer (and optionally a preferred invoice. How do you enter the payment transactions themselves in gnucash ? Do you import them or create them by hand ? > Also, in the "Process payment" window, when there are multiple invoices for > a given date, the list of invoices does not always appear in order of > invoices number. The list is ordered by Date but it would be better if it > could be ordered by invoice number in a given date. That will need some programming to get fixed. Can you file an enhancement request for this in bugzilla [1] ? [1] Refer to http://wiki.gnucash.org/wiki/Bugzilla on how to use our bug tracker Regards, Geert _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
