Re: [GNC] Assign one payment to multiple invoices (from several customers)
As for implementation, I don’t know what behind-the-scenes looks like, but from the UI, I tried 2 methods that seemed the most logical. (but of course, don’t work) #1 Business > Customer > Process Payment > Select Set Customer Name > Matches Regex > “.” Select more than one customer, then `Select` Rather than showing only the first selected customer’s invoices as it does now, instead, you’d see all open invoices from all selected customers. #2 Business > Customer > Find Invoice Search for all unpaid invoices by whatever means, Invoice ID/Customer > Matches Regex > “.” works fine here too. Select multiple invoices from different customers. Click ‘Process Payment’ (currently greyed out when you select the second customer’s invoice) So I don’t think the UI needs a major overhaul to accomplish it. (assuming the backend logic would allow it) Of course, that might be terribly difficult or tedious. First, a payment would have to go into a pool, then applied to each invoice, then any remainder assigned to the original customer. (but which one is the ‘original’ or ‘paying’ customer? that might be where some UI changes would be necessary) As for reporting, the upcoming owner-report would be invaluable here for keeping things straight as it identifies specific payments applied to specific invoices. Regards, Adrien > On Sep 12, 2019 w37d255, at 8:56 AM, Mike or Penny Novack > wrote: > > On 9/12/2019 7:40 AM, Derek Atkins wrote: Um, no, it does not appear regularly. Indeed, this is the first time in 19 years that someone has asked about paying invoices for multiple customers with a single payment. > I would think this situation rare, but not unheard of. > > As the customer, I usually take pains NOT to put the vendor into this > situation. For example, say we are paying for magazine sub renewals for our > two oldest great grandchildren, I would write a separate check for each > invoice. But not ALWAYS. Thus when paying excise tax on our cars (two tax > invoices from the town) I know that sometimes I have written a single check. > So we'll take that as an example. What would the town tax collector do to > enter if using gnucash? > > I assume she would use her eyes and brains. See that the total of the check > matched the total due on both invoices. Then probably enter each invoice paid > for its proper amount. After all, what would be done if there were two > checks, but the check numbers had been entered manually (as they are with > counter checks and/or temporary ones for a new account) and by accident the > check number duplicated. > > Michael D Novack ___ 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.
Re: [GNC] Assign one payment to multiple invoices (from several customers)
On 9/12/2019 7:40 AM, Derek Atkins wrote: Um, no, it does not appear regularly. Indeed, this is the first time in 19 years that someone has asked about paying invoices for multiple customers with a single payment. I would think this situation rare, but not unheard of. As the customer, I usually take pains NOT to put the vendor into this situation. For example, say we are paying for magazine sub renewals for our two oldest great grandchildren, I would write a separate check for each invoice. But not ALWAYS. Thus when paying excise tax on our cars (two tax invoices from the town) I know that sometimes I have written a single check. So we'll take that as an example. What would the town tax collector do to enter if using gnucash? I assume she would use her eyes and brains. See that the total of the check matched the total due on both invoices. Then probably enter each invoice paid for its proper amount. After all, what would be done if there were two checks, but the check numbers had been entered manually (as they are with counter checks and/or temporary ones for a new account) and by accident the check number duplicated. Michael D Novack ___ 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.
Re: [GNC] Assign one payment to multiple invoices (from several customers)
On Thu, September 12, 2019 7:19 am, Greg Feneis wrote: > On Wed, Sep 11, 2019, 12:39 Derek Atkins wrote: > >> Hi, >> >> Bat writes: >> >> > Hi >> > >> > this is a subject that appears regularly on the mailing list, but I >> > can not find fine answer neither plan to improve the situation. >> >> Um, no, it does not appear regularly. Indeed, this is the first time in >> 19 years that someone has asked about paying invoices for multiple >> customers with a single payment. >> >> > >> > > I've only been on this list a few years, and seems like this has been > mentioned before, perhaps not regularly I've been on this list since 1999 (maybe 98?). I WROTE the original business features (in the very early 2000s). Don't get me wrong. Plenty of people ask how to post a single payment to multiple invoices. The interface has always been confusing and somewhat non-intuitive. Recent changes have improved it, but I suspect it could be made easier. Posting to multiple customers --- no, that question is not at all common. You're probably not the first, but it's so rare I think I can count them on my fingers (probably even on one hand) over the past two decades. > Kind regards, Greg Feneis > (Pixel 3) > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. -derek -- Derek Atkins 617-623-3745 de...@ihtfp.com www.ihtfp.com Computer and Internet Security Consultant ___ 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.
Re: [GNC] Assign one payment to multiple invoices (from several customers)
On Wed, Sep 11, 2019, 12:39 Derek Atkins wrote: > Hi, > > Bat writes: > > > Hi > > > > this is a subject that appears regularly on the mailing list, but I > > can not find fine answer neither plan to improve the situation. > > Um, no, it does not appear regularly. Indeed, this is the first time in > 19 years that someone has asked about paying invoices for multiple > customers with a single payment. > > > > I've only been on this list a few years, and seems like this has been mentioned before, perhaps not regularly Kind regards, Greg Feneis (Pixel 3) > ___ 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.
Re: [GNC] Assign one payment to multiple invoices (from several customers)
Yop, I think that your answer needs some precisions from my side. I do it here under. Thank you, 驪 ~^v^~ On 11/09/2019 19:09, Derek Atkins wrote: > Hi, > > Bat writes: > >> Hi >> >> this is a subject that appears regularly on the mailing list, but I >> can not find fine answer neither plan to improve the situation. > Um, no, it does not appear regularly. Indeed, this is the first time in > 19 years that someone has asked about paying invoices for multiple > customers with a single payment. No sure of that, I’ve done dome digging before posting, to see if it was already answered. At least : http://gnucash.1415818.n4.nabble.com/Re-1-Bank-Entry-Multiple-Invoices-Customers-td4680560.html http://gnucash.1415818.n4.nabble.com/Advance-payment-for-multiple-invoices-for-multiple-accounts-td4671817.html http://gnucash.1415818.n4.nabble.com/One-payment-for-several-invoices-td4662302.html >> Some of my customers often pay for their invoices plus for the one of >> other customer. So I get one payment (with one reference) to split to >> multiple invoices. > Color me confused, but why would one customer be paying invoices for > another customer? Do you pay your neighbor's power bill as well as your > own with one payment? Easy : 1. we do not accept cash payment, so some customer exchange cash with a friend that is then paying for him plus its own bill 2. relatives that pay together (father and son, people living together, …) 3. diverse arrangement between customers … >> The distribution of one payment to several invoices is natural through >> business features if the invoices are for the same customer. But not >> if the invoices belong to several customers. > Right. Why would a customer pay someone else's invoice? > >> So today, I record the payment on the customer’s invoice, go into the >> AR account and verify the splits of the transaction, go into Action -> >> Lots to manually remove the other split from the customer payment lot >> and assign it to the other customer invoice lot. >> >> Is – there a better way to do that ? > There is no way to split a single payment across customers, and I don't > see that ever being supported. However, you can work around it by using > a suspense account where you process payment for the different customers > into the suspense account, and then manually transfer that suspense > account to your bank. > > I'll note that this approach works for single payments for multiple > customers, or even multiple payments for a single customer -- all of > which get deposited together. Yes, but as linking payment and invoices is done at split level (rather than transaction), this logic is an overkill regarding gnucash internal way of working. Plus it adds burden and artificial accounts where it could be avoided. >> Is – there a plan to allow selecting several customers invoices in >> manage a payment GUI ? > No. > >> Thanks > -derek > ___ 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.
Re: [GNC] Assign one payment to multiple invoices (from several customers)
Interesting use case, and that an app has implemented it.
Regards,
Adrien
> On Sep 11, 2019 w37d254, at 4:24 PM, Geert Janssens
> wrote:
>
>
> Odoo supports this.
>
> And I use this feature to apply a grouped salary payment to each employee's
> payroll ('invoice').
>
> That is the support company that handles our payroll administration charges
> one payment per month from our bank account but that charge is to be split
> over separate 'invoices', one per employee.
>
> The suspense account in gnucash works, but in Odoo I can assign all the
> employee invoices to the single payment in one go.
>
> I must admit it's quite handy.
>
> Having said all that I think getting such a feature in gnucash will probably
> require breaking a few design assumptions. So that would mean a major change.
> I don't see this happening anytime soon :(
>
> Regards,
>
> Geert
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Re: [GNC] Assign one payment to multiple invoices (from several customers)
Op woensdag 11 september 2019 23:14:13 CEST schreef Adrien Monteleone:
> > On Sep 11, 2019 w37d254, at 3:26 PM, Fred Smith via gnucash-user wrote:
> >> Right. Why would a customer pay someone else's invoice?
> >
> > Parent company paying utilities for its child companies?
>
> Parents paying on their kids accounts, children paying for their parents,
> siblings paying the same. People who each have their own accounts and
> making a payment, but sharing a particular invoice that had to go under
> someone else’s name. (the sibling case is common here, like all paying for
> a gift for the parents that was on one siblings account)
>
> It happens. Maybe not with more frequency than a few times per year unless
> you’ve got some sort of corporate arrangement like Fred noted, but it does
> happen.
>
> As both Derek and I mentioned, a separate suspense account will suffice. Or
> as I also noted, taking the payment entirely from one customer as both
> regular payment and overpayment, then ‘refunding’ the overpayment and
> applying it to the other customer will also work. (One A/R program I used
> required just that workflow)
>
> I can’t see offering this as a specific feature for such a small use case. I
> don’t know of any other accounting/pos/receivables software that offers
> this either, so it isn’t like GnuCash is the odd-one-out here.
Odoo supports this.
And I use this feature to apply a grouped salary payment to each employee's
payroll ('invoice').
That is the support company that handles our payroll administration charges
one payment per month from our bank account but that charge is to be split
over separate 'invoices', one per employee.
The suspense account in gnucash works, but in Odoo I can assign all the
employee invoices to the single payment in one go.
I must admit it's quite handy.
Having said all that I think getting such a feature in gnucash will probably
require breaking a few design assumptions. So that would mean a major change.
I don't see this happening anytime soon :(
Regards,
Geert
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Re: [GNC] Assign one payment to multiple invoices (from several customers)
> On Sep 11, 2019 w37d254, at 3:26 PM, Fred Smith via gnucash-user > wrote: > >> >> Right. Why would a customer pay someone else's invoice? > > Parent company paying utilities for its child companies? Parents paying on their kids accounts, children paying for their parents, siblings paying the same. People who each have their own accounts and making a payment, but sharing a particular invoice that had to go under someone else’s name. (the sibling case is common here, like all paying for a gift for the parents that was on one siblings account) It happens. Maybe not with more frequency than a few times per year unless you’ve got some sort of corporate arrangement like Fred noted, but it does happen. As both Derek and I mentioned, a separate suspense account will suffice. Or as I also noted, taking the payment entirely from one customer as both regular payment and overpayment, then ‘refunding’ the overpayment and applying it to the other customer will also work. (One A/R program I used required just that workflow) I can’t see offering this as a specific feature for such a small use case. I don’t know of any other accounting/pos/receivables software that offers this either, so it isn’t like GnuCash is the odd-one-out here. Regards, Adrien ___ 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.
Re: [GNC] Assign one payment to multiple invoices (from several customers)
On Wed, Sep 11, 2019 at 01:09:18PM -0400, Derek Atkins wrote: > Hi, > > Bat writes: > > > Hi > > > > this is a subject that appears regularly on the mailing list, but I > > can not find fine answer neither plan to improve the situation. > > Um, no, it does not appear regularly. Indeed, this is the first time in > 19 years that someone has asked about paying invoices for multiple > customers with a single payment. > > > Some of my customers often pay for their invoices plus for the one of > > other customer. So I get one payment (with one reference) to split to > > multiple invoices. > > Color me confused, but why would one customer be paying invoices for > another customer? Do you pay your neighbor's power bill as well as your > own with one payment? > > > The distribution of one payment to several invoices is natural through > > business features if the invoices are for the same customer. But not > > if the invoices belong to several customers. > > Right. Why would a customer pay someone else's invoice? Parent company paying utilities for its child companies? > > > So today, I record the payment on the customer’s invoice, go into the > > AR account and verify the splits of the transaction, go into Action -> > > Lots to manually remove the other split from the customer payment lot > > and assign it to the other customer invoice lot. > > > > Is – there a better way to do that ? > > There is no way to split a single payment across customers, and I don't > see that ever being supported. However, you can work around it by using > a suspense account where you process payment for the different customers > into the suspense account, and then manually transfer that suspense > account to your bank. > > I'll note that this approach works for single payments for multiple > customers, or even multiple payments for a single customer -- all of > which get deposited together. > > > Is – there a plan to allow selecting several customers invoices in > > manage a payment GUI ? > > No. > > > Thanks > > -derek > > -- >Derek Atkins 617-623-3745 >de...@ihtfp.com www.ihtfp.com >Computer and Internet Security Consultant > ___ > 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. -- Fred Smith -- fre...@fcshome.stoneham.ma.us - The eyes of the Lord are everywhere, keeping watch on the wicked and the good. - Proverbs 15:3 (niv) - ___ 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.
Re: [GNC] Assign one payment to multiple invoices (from several customers)
Hi, Bat writes: > Hi > > this is a subject that appears regularly on the mailing list, but I > can not find fine answer neither plan to improve the situation. Um, no, it does not appear regularly. Indeed, this is the first time in 19 years that someone has asked about paying invoices for multiple customers with a single payment. > Some of my customers often pay for their invoices plus for the one of > other customer. So I get one payment (with one reference) to split to > multiple invoices. Color me confused, but why would one customer be paying invoices for another customer? Do you pay your neighbor's power bill as well as your own with one payment? > The distribution of one payment to several invoices is natural through > business features if the invoices are for the same customer. But not > if the invoices belong to several customers. Right. Why would a customer pay someone else's invoice? > So today, I record the payment on the customer’s invoice, go into the > AR account and verify the splits of the transaction, go into Action -> > Lots to manually remove the other split from the customer payment lot > and assign it to the other customer invoice lot. > > Is – there a better way to do that ? There is no way to split a single payment across customers, and I don't see that ever being supported. However, you can work around it by using a suspense account where you process payment for the different customers into the suspense account, and then manually transfer that suspense account to your bank. I'll note that this approach works for single payments for multiple customers, or even multiple payments for a single customer -- all of which get deposited together. > Is – there a plan to allow selecting several customers invoices in > manage a payment GUI ? No. > Thanks -derek -- Derek Atkins 617-623-3745 de...@ihtfp.com www.ihtfp.com Computer and Internet Security Consultant ___ 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.
Re: [GNC] Assign one payment to multiple invoices (from several customers)
Hi, thank you for your suggestions. I understand your propositions, though they would involve many more manual steps (rather than using the [Pay] action on an invoice or [Process Payment] from Business menu). And it would not be in the gnucash internal logic, which manage invoice payments (through lots) at split level (which seems logic and fine). It is really just a UI difficulty and its a pitty that their is no way to do it correctly easily. Thank you anyway, I’m filling a request in bugzilla, and just may hope that it improves … 驪 ~^v^~ Bat On 06/09/2019 13:20, Adrien Monteleone wrote: > There is a ‘better’ way, at least one that doesn’t involve messing with lots. > > I’m not sure if anyone has filed an RFE for this use case though. If you > don’t see something on Bugzilla, feel free to file it, though it might not be > implemented with any haste as this is definitely not a common case. (one > business I used to work for did occasionally have this situation a couple of > times per year) > > I would create a holding asset account to receive the payment initially. > (don’t apply it to an invoice yet) > > Then pay the various invoices from that holding account. You’ll have to apply > payments for each customer separately. (but can select multiple invoices for > any one customer at a time as before) > > You can use the same NUM if you like for all transactions so their references > match. > > An example account might be a sub-account of AR, 'Assets:Current > Assets:Accounts Receivable:Payments Pending’, but don’t make it as “type” > ‘AR’ make sure it is just of type “Asset”. > > Let’s say CustomerA made a payment of 1000.00 with 800.00 being for two of > their own invoices and 200.00 being for CustomerB > > The initial receipt would look like this: > > Dr. Assets:Current Assets:Checking/Cash/Undeposited Funds 1000.00 > Cr. Assets:Current Assets:Accounts Receivable:Payments Pending > 1000.00 > > Then after you apply CustomerA’s portion to their two invoices: > > Dr. Assets:Current Assets:Accounts Receivable:Payments Pending > 800.00 > Cr. Assets:Current Assets:Accounts Receivable > 800.00 > > And after you apply the remaining amount to CustomerB’s invoice(s): > > Dr. Assets:Current Assets:Accounts Receivable:Payments Pending > 200.00 > Cr. Assets:Current Assets:Accounts Receivable > 200.00 > > - > > There might be other ways which involve applying the entire payment to > CustomerA’s account (leaving the balance as an ‘overpayment/pre-payment’) > then ‘refunding’ the difference to some holding account, then applying it to > CustomerB but those would involve more steps. > > In any case, I’d model the real-world movement of funds as best as possible. > (this latter case might be what you need to do if a customer decided months > later to apply a credit from over/pre-payment to say, the balance for a > friend, child, etc. > > But you should be able to accomplish this modeling without resorting to > editing lots. The only time I edit lots is if through unposting and reposting > bills/invoices, GnuCash doesn’t re-apply my various payments properly. > > Finally, I’d be sure to use all needed fields at my disposal to document what > was going on so I could see at a glance that the various AR payments were > really a single receipt, or involved credit applied from one Customer to > another. You have the NUM field, Action field (which can be anything you > like, though single words are probably best), Notes field (only visible in > Double Line Mode), and the Memo field for each split. > > Regards, > Adrien > > >> On Sep 5, 2019 w36d248, at 10:07 AM, Bat >> wrote: >> >> Hi >> >> this is a subject that appears regularly on the mailing list, but I can not >> find fine answer neither plan to improve the situation. >> >> Some of my customers often pay for their invoices plus for the one of other >> customer. So I get one payment (with one reference) to split to multiple >> invoices. >> >> The distribution of one payment to several invoices is natural through >> business features if the invoices are for the same customer. But not if the >> invoices belong to several customers. >> >> So today, I record the payment on the customer’s invoice, go into the AR >> account and verify the splits of the transaction, go into Action -> Lots to >> manually remove the other split from the customer payment lot and assign it >> to the other customer invoice lot. >> >> Is – there a better way to do that ? >> >> Is – there a plan to allow selecting several customers invoices in manage a >> payment GUI ? >> >> Thanks >> >> -- >> 驪 ~^v^~ Bat > ___ > 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
Re: [GNC] Assign one payment to multiple invoices (from several customers)
You could manually enter three transactions but that might get confusing months later if you need to review something. Better to try to model the real-world transaction if possible. Regards, Adrien > On Sep 6, 2019 w36d249, at 4:34 AM, Michael Hendry > wrote: > > > Isn't it possible to treat the single payment (for example, covering three > invoices) as three separate payments, one for each invoice? > > (I don’t use the business features, so can’t try this out). > > Michael ___ 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.
Re: [GNC] Assign one payment to multiple invoices (from several customers)
There is a ‘better’ way, at least one that doesn’t involve messing with lots. I’m not sure if anyone has filed an RFE for this use case though. If you don’t see something on Bugzilla, feel free to file it, though it might not be implemented with any haste as this is definitely not a common case. (one business I used to work for did occasionally have this situation a couple of times per year) I would create a holding asset account to receive the payment initially. (don’t apply it to an invoice yet) Then pay the various invoices from that holding account. You’ll have to apply payments for each customer separately. (but can select multiple invoices for any one customer at a time as before) You can use the same NUM if you like for all transactions so their references match. An example account might be a sub-account of AR, 'Assets:Current Assets:Accounts Receivable:Payments Pending’, but don’t make it as “type” ‘AR’ make sure it is just of type “Asset”. Let’s say CustomerA made a payment of 1000.00 with 800.00 being for two of their own invoices and 200.00 being for CustomerB The initial receipt would look like this: Dr. Assets:Current Assets:Checking/Cash/Undeposited Funds 1000.00 Cr. Assets:Current Assets:Accounts Receivable:Payments Pending 1000.00 Then after you apply CustomerA’s portion to their two invoices: Dr. Assets:Current Assets:Accounts Receivable:Payments Pending 800.00 Cr. Assets:Current Assets:Accounts Receivable 800.00 And after you apply the remaining amount to CustomerB’s invoice(s): Dr. Assets:Current Assets:Accounts Receivable:Payments Pending 200.00 Cr. Assets:Current Assets:Accounts Receivable 200.00 - There might be other ways which involve applying the entire payment to CustomerA’s account (leaving the balance as an ‘overpayment/pre-payment’) then ‘refunding’ the difference to some holding account, then applying it to CustomerB but those would involve more steps. In any case, I’d model the real-world movement of funds as best as possible. (this latter case might be what you need to do if a customer decided months later to apply a credit from over/pre-payment to say, the balance for a friend, child, etc. But you should be able to accomplish this modeling without resorting to editing lots. The only time I edit lots is if through unposting and reposting bills/invoices, GnuCash doesn’t re-apply my various payments properly. Finally, I’d be sure to use all needed fields at my disposal to document what was going on so I could see at a glance that the various AR payments were really a single receipt, or involved credit applied from one Customer to another. You have the NUM field, Action field (which can be anything you like, though single words are probably best), Notes field (only visible in Double Line Mode), and the Memo field for each split. Regards, Adrien > On Sep 5, 2019 w36d248, at 10:07 AM, Bat > wrote: > > Hi > > this is a subject that appears regularly on the mailing list, but I can not > find fine answer neither plan to improve the situation. > > Some of my customers often pay for their invoices plus for the one of other > customer. So I get one payment (with one reference) to split to multiple > invoices. > > The distribution of one payment to several invoices is natural through > business features if the invoices are for the same customer. But not if the > invoices belong to several customers. > > So today, I record the payment on the customer’s invoice, go into the AR > account and verify the splits of the transaction, go into Action -> Lots to > manually remove the other split from the customer payment lot and assign it > to the other customer invoice lot. > > Is – there a better way to do that ? > > Is – there a plan to allow selecting several customers invoices in manage a > payment GUI ? > > Thanks > > -- > 驪 ~^v^~ Bat ___ 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.
Re: [GNC] Assign one payment to multiple invoices (from several customers)
> On 5 Sep 2019, at 16:07, Bat wrote: > > Hi > > this is a subject that appears regularly on the mailing list, but I can not > find fine answer neither plan to improve the situation. > > Some of my customers often pay for their invoices plus for the one of other > customer. So I get one payment (with one reference) to split to multiple > invoices. > > The distribution of one payment to several invoices is natural through > business features if the invoices are for the same customer. But not if the > invoices belong to several customers. > > So today, I record the payment on the customer’s invoice, go into the AR > account and verify the splits of the transaction, go into Action -> Lots to > manually remove the other split from the customer payment lot and assign it > to the other customer invoice lot. > > Is – there a better way to do that ? > > Is – there a plan to allow selecting several customers invoices in manage a > payment GUI ? > > Thanks Isn't it possible to treat the single payment (for example, covering three invoices) as three separate payments, one for each invoice? (I don’t use the business features, so can’t try this out). Michael ___ 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.
[GNC] Assign one payment to multiple invoices (from several customers)
Hi this is a subject that appears regularly on the mailing list, but I can not find fine answer neither plan to improve the situation. Some of my customers often pay for their invoices plus for the one of other customer. So I get one payment (with one reference) to split to multiple invoices. The distribution of one payment to several invoices is natural through business features if the invoices are for the same customer. But not if the invoices belong to several customers. So today, I record the payment on the customer’s invoice, go into the AR account and verify the splits of the transaction, go into Action -> Lots to manually remove the other split from the customer payment lot and assign it to the other customer invoice lot. Is – there a better way to do that ? Is – there a plan to allow selecting several customers invoices in manage a payment GUI ? Thanks -- 驪 ~^v^~ Bat ___ 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.
