[GNC] Can't assign payment to multiple invoices

[Geert Janssens]

Op zaterdag 27 oktober 2018 20:24:47 CET schreef wail:
> Hello,
> I have a list of invoices and a list of payments and I'm trying to assign
> payments to invoices (I'm using Gnucash 3.3 on Ubuntu 18.10).
> The problem is that my client pays sums that are not related to invoices,
> e.g. invoices would be $4 $5 $3 $6 while payments would be $2 $6 $2 $3 $5.
> So I need to assign a payment to two or three invoices.
> I just want to assign each payment to the oldest unpaid invoice(s).
> 
> I was able to add a few payments to multiple invoices then it stopped
> working, that is, if I select two payments in the "Process payment" window
> and click ok, then only the last selected invoice will receive the payment.

Is the payment amount big enough to cover the two invoices ? I'd have to 
verify how GnuCash orders preselected invoices. I *thought* however that if 
you don't select invoices at all GnuCash will automatically assign the payment 
to oldest invoices first.

> If I edit the payment again, only one invoice is selected.

That makes sense as only one invoice received the payment as to your previous 
statement.

> That may be unrelated but sometimes the right click menu on a transaction
> shows "edit payment" and sometimes it shows "assign as payment" instead
> (typically after I edit the payment once and it gets split).

This is intentional and has meaning:
If the context menu shows "Edit payment" that means this transactions has 
already been (partly) assigned to an invoice. If you choose to click "Edit 
payment" you are effectively telling GnuCash you want to *change* this 
existing assignment. Hence GnuCash will open the process payment window with 
the existing assignment reconfigured, ready for you to make changes. This can 
be a bit tricky to do.

On the other hand if the contet menu "Assign as payment", this means GnuCash 
is unaware this transaction is related to a business payment and allows you to 
assign it to a customer (and optionally a preferred invoice.

How do you enter the payment transactions themselves in gnucash ? Do you 
import them or create them by hand ? 

> Also, in the "Process payment" window, when there are multiple invoices for
> a given date, the list of invoices does not always appear in order of
> invoices number. The list is ordered by Date but it would be better if it
> could be ordered by invoice number in a given date.

That will need some programming to get fixed. Can you file an enhancement 
request for this in bugzilla [1] ?


[1] Refer to http://wiki.gnucash.org/wiki/Bugzilla on how to use our bug 
tracker

Regards,

Geert