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R
reens80
February 8, 2022
Question

Matching Bank Deposits to Invoices

  • February 8, 2022
  • 1 reply
  • 0 views

Hi all

 

I have searched forums and can't quite find the answer I am looking for.

 

I create a weekly invoice for my customer, on that invoice I have 4-5 different product line items. 

 

The customer pays me into the bank not for the total invoice amount but as individual payments for the 4-5 items. The payments come in after the invoice date.

 

At the moment I have to go into each bank transaction, click 'find match' and then find the invoice, enter the specific amount and click save. For one invoice I have to this 4-5 times.

 

Is there a way I can click multiple bank payments in and assign them to a single invoice.

1 reply

G
GeorgiaC
February 8, 2022

Hi reens80, thanks for your post - the bank mechanism works by scanning within a range of the transaction date and amount, if the match is not found automatically, the only workaround would be to record each payment against the invoice manually by selecting 'receive payment' which will then show the auto-match on the bank feed. 

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