When Receive Payment for an Invoice, Category of transaction must match category of product

dave479

Currently, when I choose receive payment for an invoice, the category in the register is "Client Payment" with no option to modify without unlinking the payment. This category should match / split the categories identified by the each of products in the invoice.

jacobs

This is the odd way they have implemented invoices in Quicken Mac. When you enter the payment, you will only see the Client Payment in your register. But if you run a Business Income Statement report, you will see the actual revenue category(ies) specified by that invoice's product(s).

In this system, you can't see the revenue category(ies) from the payment, only from the invoice or the report. And older non-business reports won't work for this either (e.g. Transactions by Category or Category Summary Year to Date); the mapping of the payment to the revenue categories only happens in the business reports.

I don't like this approach at all, but I suspect they'd have to do some significant overhauling of the way they built the invoicing code to make it more transparent to users.