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July 16, 2021
Question

I cannot match a payment with an invoice. The payment shows up in out banking but there is no way to 'match invoice' or seven search for a match.

  • July 16, 2021
  • 1 reply
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I have 'received' payment' on the invoice tab, but how to I match that to the payment in the bank account? Have had this issue before BTW.

1 reply

July 16, 2021

Hello Andy24, 

 

Welcome to the Community page, 

 

So the way that the match works is it goes off the account, amount and date, if all of theses 3 pieces of information are the same then it will bring up the match for you, if the information is different it will not bring up the match for you. Please can you double check them pieces of information. Let us know if you still have an issue trying to match it up.