Luke_Rigg
2 years agoExperienced User
Credit Card Allocation problems
It seems nearly everytime i get a customer paying by card, allocating in bank transactions is a different problem everytime! It really is a nightmare. Pretty much never automatically allocates and i ...
- 2 years ago
Hi Luke_Rigg,
Thanks for your response and I'm sorry to hear that you don't have information regarding correcting this.I apologize for the experience. Unfortunately, I won't be able to provide phone support or correct the setup on my end. Also, you haven't confirmed if the Undeposited Funds ledger account is the incorrect bank account. If it is an incorrect bank account, please follow these instructions.
To move the transaction from the undeposited funds to the correct bank account.
- Open the Banking > Transfer Money window.
- Choose the Undeposited funds for the "Bank Account From".
- Choose the Correct bank account to the "Bank Account To".
- Choose the correct date of transaction and input the amount of the transaction you need to transfer.
To correct the setup.
- Click the name of the business (upper right corner of the screen).
- Click Sales setting > Payments Tab > Online Invoice Payments setting.
- Choose the ledger account.
Also, I recommend reading this article, Online invoice payments. As previously mentioned, this contains all information regarding how online invoice payments work.
Let us know if you require any further assistance.
Thanks,
Genreve