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"Payment received for an invoice in wave" does not show up

OlegTOlegT Member Posts: 5

SOLVED
Only invoices in home currency can be closed by "Payment received for an invoice in wave". So, manually mark invoice as paid and then merge this transaction with the bank transaction to avoid double income. To Merge transactions: select 2 transactions and in the top menu select Merge.

I'm starting to use Wave and now I reconstruct the last month. So, I imported bank transactions. Then created invoices. Now I want to mark invoice as paid and connect it with appropriate bank transaction. But the category "Payment received for an invoice in wave" does not show up! The currency of invoice and transaction is the same. I don't want to use workaround and categorize it as Money in transit or Sale - I want to clearly see what is paid.
Before I created invoices it seems there was this option "Payment received for an invoice in wave" in categories.
May be it is connected with the items in the invoice - my item (Sales - Products and Services) has income account set as Sales. May be that's the problem? But the invoice must have items... Any ideas?

edited September 17, 2019 in Sales & Invoicing Technical Support

Comments

  • OlegTOlegT Member Posts: 5

    Here is the screenshot

  • OlegTOlegT Member Posts: 5

    Hey guys, it's me again)
    Just trying to investigate here. Another deposit transaction has the option "Payment received for an invoice in wave". What's the difference between transactions? Well:

    • this transaction in PLN currency
    • this transaction from a prior month

    Any thoughts?

  • AlexLAlexL Member Posts: 2,869 ✭✭✭

    Hey @OlegT . Thanks for working hard at this one on your own to try and get it figured out, I admire your ambition :smile: .The issue here is that your home currency is in PLN which means that this is the only transaction that you can actually assign to invoices.

    A workaround for this would be to record the payment on the invoice itself. This will create a transaction in your Transaction page, and at that point you can just merge the pre-existing transaction with the newly created payments transaction.

    Let me know if you have any further questions!

  • OlegTOlegT Member Posts: 5

    Hey @AlexL ! Thanks for your help. Yes, I got it that the issue is my home currency. I've tried your solution and it worked out! Merge is a great thing and it's easy!

  • highbasshighbass Member Posts: 1

    Hey Guys,

    This causes an issue when we have to split transactions... how do we go about doing it in that scenario?

    Thanks

  • ConnorMConnorM Member Posts: 1,229 ✭✭✭

    Hey @highbass, can you let me know what you're trying to do with these split transactions? I'd love to know a little more around your particular case so I can help as best as I can!

  • OdedGOdedG Member Posts: 10

    Is there a way to assign a transaction to invoice not in the home currency if the invoice currency and paid currency are the same?
    The merge option does not work if the client paid for 2 invoices in one transaction since the value does not match.

  • KiahDKiahD Administrator Posts: 267 admin

    Hey @OdedG !

    As it turns out, it's not possible to categorise invoice payment transactions to foreign currency invoices, even if they are both the same currency. What you would do instead is mark the invoice as paid from the invoice directly, and then delete the duplicate payment transaction(s).

    Take a look here for more information on this :smile:

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