On Wed, 30 Apr 2014 11:39:30 +0200 Geert Janssens <janssens-ge...@telenet.be> wrote:
> On Wednesday 30 April 2014 10:14:42 Mike Evans wrote: > > I've been struggling with paying multiple invoices with a single > > payment in version 2.6 and it doesn't work for me. I've been > > reverting to version 2.4.13 to process my invoices. > > > I hope it's just due to poor documentation. Let's see... > > > Say I have two invoices the first for 400, the second for 600. I > > receive a singe payment, by bank transfer, of 1000. I open the > > payment dialog and pay 1000 against the first invoice. > Did you know you can select two invoices at the same time in the payment > dialog ? > > If you have both invoices entered already that would be the easiest way to > assign the payment > to both invoices in one go. > > > According to > > the mouseover text (below) the extra payment should be automatically > > assigned to the second invoice. This was the old behaviour and > > worked perfectly, matching up the reality of the 1000 deposit and > > paying off both invoices at a single stroke(or click). > > > That old behaviour has been disabled by default because without it you have > more control > over which invoice gets paid by the overpayment. You can re-enable it via > Preferences- > Business. There's a separate checkbox to control the behaviour of invoices > and bills. > > > Now however I try to so the same in 2.6 and it doesn't put the > > overpayent towards the next invoice like it should. On attempting to > > pay the next invoice I see Pre-payment in the Process Payment dialog > > but no matter what I do with the Pre-payment it screws up my Bank > > register and doesn't get assigned to the invoice. > > > Again, if you want to assign the pre-payment to your invoice you should > select both the invoice > and the pre-payment. That should render the amount to pay to zero and disable > the transfer > account list. If you now hit the ok button the payment will be assigned to > the selected invoice > without adding an extra line in your checkings account. > > Note that this only works correctly as of gnucash 2.6.3. > > > Additionally, from the text below which states "...or if no invoice > > was selected..." in either case I cannot make a payment without > > selecting an invoice. > > > > In short, the new invoice payment system is broken for me and I can't > > use version 2.6 for my business. > > > I hope we're just dealing with ambiguous help texts here... > > > <mouse over text> > > If you have selected an invoice, GnuCash will propose the amount still > > due for it. You can change this amount to create a partial payment or > > an over-payment. In case of an over-payment or if no invoice was > > selected, GnuCash will automatically assign the remaining amount to > > the first unpaid invoice for this company. If you have selected an > > invoice, GnuCash will propose the amount still due for it. You can > > change this amount to create a partial payment or an over-payment. In > > case of an over-payment or if no invoice was selected, GnuCash will > > automatically assign the remaining amount to the first unpaid invoice > > for this company. </mouse over text> > > > It looks to me this text has not been updated from the 2.4 era. In 2.6 you > can select several > invoice/payment lines together not one single invoice only. Additionally the > over-payments are > only automatically assigned to new invoices if the option is enabled in the > preferences. > > Any suggestion for a better mouse over text ? > > > Geert Hi Geert. Ah OK, that clears everything up. I didn't know about selecting multiple invoices and/or Pre-payments, or the Preferences option. It definitely needs to go in the documentation. As to mouse over text and the manual, I obviously need to have more experience with the new-fangled way of doing things before suggesting anything. :) The two paras below are just me confirming the behaviour, it all seems to work as intended. As a test in a new file I created two invoices of 400 each, posted them and received 1000 which I paid against invoice-01. Then selecting invoice-02 + Prepayment(of 600) again processed the payment. Now looking at my checking account I see 1000 in and 200 out. But I wanted to keep that 200 against the next invoice I give the customer. I can however delete that entry from the bank register and all is well again. Now reopening the test account, without saving (in order to try again) I do as above except, for invoice-02 I again select both the invoice and the Pre-payment and attempt to set it up so that the I get to keep the extra money. On opening the dialog, in the Amount section, Payment = 0.0 and refund = 200, but I want to keep the 200. The customer is happy that I do this obviously. Setting Refund to 0.0 greys out entire Transfer Account tree, which was a little confusing as I thought I'd screwed up again, but clicking OK processes the money the way I want. I get to keep the money! I assume you refer to "Auto pay on posting" in the Preferences dialog? This only works when posting a new invoice when a Pre-payment is already present. If the two invoices are already posted before the (over)payment then the automatic payment doesn't happen, as it used to. I had to unpost then re-post invoice-02 for this to work. Perhaps I mis-understood again. Thanks for clearing up my confusion Geert. I should open a bug (or two) for updating the manual and the mouseover texts so this doesn't get forgotten about. Mike E -- Anti NSA? Use PGP. http://pgp.mit.edu:11371/pks/lookup?op=get&search=0x00CDB13500D7AB53 _______________________________________________ gnucash-devel mailing list gnucash-devel@gnucash.org https://lists.gnucash.org/mailman/listinfo/gnucash-devel