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Automate process of association of transaction to existing invoice or repeat invoice

Having recently signed up to Kashflow, I am gobsmacked that this is not an inherent feature. Simply looking for the ability within matching rules to associate a transaction to an invoice/repeat invoice, without having to manually do each time. So the transaction will contain a constant description, as will the invoice/repeat invoice contain constant title. So it's a simple IF statement for association. I have development experience myself, but am primarily a website designer, if you require more information or input please email me. I've already emailed Jacqueline Heyes in your support on email in length this week.

  • Guest
  • May 2 2018
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  • Guest commented
    4 Jul, 2018 02:52pm

    Exactly - we have customers paying in monthly installments against an annual invoice. On the matching rules dialogue we can create invoice, purchase or transaction. Surely another button for Pay Invoice (credit customer's account) wouldn't be too difficult?