Client payments and bank deposits

WM Myra
WM Myra Member
in Invoices, Estimates, & Sales Receipts

A client paid his invoice. I assigned his payment to his invoice before I deposited it. Then when Simplifi updated the info from the bank, it added that amount to the Simplifi total. It looks like I took in the payment twice now. My balance was right with the bank until this deposit. How can I get the amount to not show the payment added in twice? If the answer is Undeposited Funds first before the actual bank deposit, please explain how to do that. Thanks!

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  • Coach Jon
    Coach Jon Moderator admin

    Hello @WM Myra,

    Thanks for reaching out! To help understand what is going on here, can you please clarify whether the account balance is correct? Or did the double payment cause the account balance to show incorrectly? Additionally, did you create a manual transaction and then apply it to the invoice as a payment before the transaction cleared the bank? Please let us know!

    -Coach Jon

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