[GNC] Can't assign payment to multiple invoices

[Wail Yahyaoui]

Hello Geert,

Thanks for your reply. I now realize that the assignment to multiple 
invoices was working all along but I got confused by the order of 
invoices. Payments are indeed assigned to the oldest invoice first but 
according to an order that is not the invoice number order (in a given 
day) nor the order in which I posted the invoices. Anyway, I have been 
able to assign all payments.

I will file an enhancement request for this problem of ordering of 
invoices in the Process Payment > Document and I will also explain the 
problem that I had.

I did not import transactions but I started with Gnucash 2.6.19 (Ubuntu 
18.04), entered invoices and payments then switched recently to Gnucash 
3.3 (Ubuntu 18.10). Maybe that changed the order of invoices in a given 
day, although I unposted and posted again the invoices in the correct 
order (invoice number number).

Regards,

Wail

On 31/10/2018 10:21, Geert Janssens wrote:
> 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
>
>