What i am looking for is a way to upload a Remittance payment instead of manually creating an Invoice for each client after we have been paid.
Problem i have is with the amounts of cleints we have and the frequency of pay, i have to create a manual invoice for each one whenever we have been paid, but it does not allow me to mark as paid for whatever reason. Thus leaving a long list of overdue and the figures not showing true.
If the ability or functionality of uploading a reittance from a cleint to whats been paid and date shown then mark as payment recieved automatically reducing my workload from multiple hours of creation to simpler upload and match up.
Also the file type of upload would be handy as may invoices i have to convert from previous files excel, word etc to PDF format just to upload them, even then the figures do not show correctly due to file mismatch.
Hi there! 
I’m Jamie, I’m one of the Support Engineers here at FreeAgent, hopefully I can help you out here.
I wonder if this KB article here helps out with marking invoices as paid? It sounds like what you would like to do in this scenario is create a manual bank transaction and add an attachment, and this KB article should hopefully help you out with that.
As for being able to upload a file that creates the invoice and the payment in one go, this sounds similar to how we have Smart Capture for bills and expenses. Currently you cannot do this for invoices, so I’ve marked this as a feature request. This will get triaged for consideration by the appropriate team in due course.
Thanks,
Jamie
Hi Jamie,
that won’t work for me as that works for individual payments coming in, I send 300 + smaller invoices per month from a seperate system which cannot be linked to freeagent, however when payment comes in, 30. 45, 60. 90 days later, its a bulk payment for a period which i have no invoices to match up with in the banking system only a payment. manualy checks are done in the system we use to send them to clear them off. I can get anywhere from 10-25 payments per month from
I can add things manually but it takes hours to complete these records and trying to match them up doesn’t always work which can make all that work pointless. Most of our payments come with a remittance, 80% come in PDF, rest are Docx, Excel which have to be converted to register for upload via smart capture which as you might imagine conversions can mess up and incorrectly show values.
I hope this can be considered, as i understand with any and all beta programs things can go wrong, or change before the final product is released etc.
At the moment i am limited on the software usage, we do receipts and other outgoing payments and bank linking, but the incoming is in heavy minus because i cannot get around the main issue i have.