Generally accepted practice as I understand it is to have an Assets:Receivables account and a Liabilities:Payables account. Essentially this let's you date the logical transaction (when they agree to pay you / when you send the invoice) to one date and put the money in a placeholder account, then date the physical transaction to whatever day the money lands in your actual bank account.
I don't know how you organize your invoices but you could put document entries with links to the invoices themselves and then use ^ABC123 as a link on the document entry and both transaction entries. That's how I'd do it at least. Lets your receivables show up on a balance statement, and also gives you a way to track each invoice separately. On Fri, May 31, 2024, 10:48 AM Paul Walker <[email protected]> wrote: > That's a fun query. This may you started (can use in fava's query). > Include or remove "desc" to sort the non-zero (un-paid) invoices into view. > select links, sum(position) as balance > where account ~ "Liabilities:Invoices" > group by links > order by balance desc > > You might also use transaction flags. This still requires editing old > transactions, but "!" is intended for use with incomplete transactions > <https://beancount.github.io/docs/beancount_language_syntax.html#transactions>. > Other characters can be used as well, say "%". Search these out with fava > filter *flag:"%"* > 2024-05-01 % "Invoice" > Liabilities:Invoices > Expenses:Expense 123 USD > > Paul > > On Friday, May 31, 2024 at 9:52:07 AM UTC-4 [email protected] wrote: > > I'm not sure if this is expressible in BQL (I'm not at my computer right > now to try this out), but conceptually you could write a query that sums up > the amount of each posting from your "Accounts Receivable" account, grouped > by tag. Then filters out tags that don't match your invoice tag pattern, > and then filters out groups that have a zero sum. > > If this isn't expressible in BQL, you could use beancount's Python API to > do this in Python with probably only a few lines of code. > > Gary > > > On Friday, May 31, 2024 at 3:07:34 PM UTC+2 Maurice de Laat wrote: > > Hello all! > > First message, let me start by thanking for such a wonderful piece of > software! > > Currently seeking my way through beancount and fava and wondering what > would be a good way to find invoices that have yet to be payed. > > I could tag an incoming or outgoing invoice with p.e. "^tobepayed", and > remove that tag when the invoice is being payed, but that would mean that I > would have to change a previous transaction's tag which seems as not the > most practical thing to do. > > Currently I do have an unique tag for each invoice which is being used > when the invoice is received as well as when the invoice is being payed. It > would be great if I could use these tags to find the invoices yet to be > payed. > > Any thoughts? > Thank you! > Maurice > > -- > You received this message because you are subscribed to the Google Groups > "Beancount" group. > To unsubscribe from this group and stop receiving emails from it, send an > email to [email protected]. > To view this discussion on the web visit > https://groups.google.com/d/msgid/beancount/f973f028-a4fe-47e7-95d8-7e37acee3f6an%40googlegroups.com > <https://groups.google.com/d/msgid/beancount/f973f028-a4fe-47e7-95d8-7e37acee3f6an%40googlegroups.com?utm_medium=email&utm_source=footer> > . > -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. To view this discussion on the web visit https://groups.google.com/d/msgid/beancount/CAOVsoWQp_5HK5z3bkOBuZKvNcH8%2B1%2BXKuXWqU5b63b9hi5vmTg%40mail.gmail.com.
