Hi. When I do an invoice for a customer I can select an account to allocate it to ( machine rent ) for instance. This invoice is then emailed off to the customer who then pays it. I then open the invoice and click receive money. The problem I have is the invoice I made had an account allocated to it but on opening it for payment it now says account receivable.
I understand this but how do i get it to allocate to the ( machine rent ) account?
The Customer sometimes pays cash and I just click receive money in bank account and allocate it to ( machine rent ).
I cannot get true reports because any invoice payments the customer has made do not show up in ( machine rent ) and any cash payments by him do not show in his customer tab.
Customer tab is brilliant for looking at invoice history but I need to look at total ins and outs for customers.
Basically I am asking how to get full reports for a customer regardless of how they paid.
Fantastic software. Many Thanks