Good morning Mark,
this a really weird one, and I am not certain I can explain it in a way that will make sense - but I will try!
I have a customer for which has been created, and I have raised an invoice ( this customer has never shown up in the open invoice drop down ) but is brought to the fore by searching the invoice number. ( I thought this was odd, but didn't realise it would cause an issue when receiving payment )
I received payment of that invoice on 2nd August and as I am trying to accept the payment it is not bringing the customer up, it will though bring the invoice up - I have tried to accept it by using the invoice, but then it doesn't show on my bank statement to allow me to reconcile it. does this query make any sense to you? and can you suggest any options to sort this little issue?
Kind regards
Karon
Hi Karon,
>From your description I think that there may be two separate issues:
The particular customer doesn't appear in customer lists even though you
have created an invoice for that customer
The transaction doesn't appear in the bank reconciliation window.
To help me investigate further please generate a sharing code as described
here
<https://www.solaraccounts.co.uk/help/how-to-share-financial-data-with-your-accountant>,
then email it to me. Also, please tell me the name of the customer and the
ID of the transaction which does not appear in the Bank Reconciliation
window.
