Would it help to have each client as an account? (to easily see the balances)
Alternatively, I assume you already ask them to put the invoice number of the receipts, but some do not do so... perhaps when you issue bills, it can have a matching part that they return... this would help you pair invoices with receipts. It would be a lot of accounts, but you could set up invoices as sub-categories for each business. On Fri, Sep 30, 2022 at 12:50 PM Uttam Chakravorty <[email protected]> wrote: > Dear All, > > I am using the Reconciliation Report configured as: > > > > Accounts = Trade Debtors ->Currency / Display / Filter = defaults -> > General - current period selected -> > > Sorting by Description then Date. > > > Is there a way to use this pool of information and pair a receipt with an > Invoice as per the case when the transaction was entered? > Is there a breadcrumb trail? > Am I going about this the wrong way? > > > Background: we are a small business supporting small businesses. We are > sympathetic to some clients needing to pay us monthly. However simple we > try to be a few still manage to lose their way and then we have to go back > and match receipts to invoices made difficult by the fact that the monthly > sums are the same. The good thing is if we hold their hand eventually they > get organised and the problem goes away. Sadly we have only managed to use > this as an opportunity to move them to Gnucash on only one occasion so > far. We live in hope. > > > -- _________________________________ Richard Losey [email protected] Micah 6:8 _______________________________________________ gnucash-user mailing list [email protected] To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
