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R
Rich147
May 2, 2023
Question

matching multiple bank transactions to single invoice

  • May 2, 2023
  • 1 reply
  • 0 views

A client has paid an invoice with two separate transactions (two weeks apart).

I marked the invoice as paid thinking I could then match the bank transactions to the paid invoice, but this does not seem possible. How do I match the invoice to the two transactions please?

1 reply

E
emmam6
May 2, 2023

Hello Rich, in order to match the two payments, you can go to the transaction and delete the full payment you recorded originally. Then type in one of the payments made and save the invoice with the remainder to be paid. Then go to the banking page and you will have a match for one payment then click on the line of the other payments and click on find match it should then show the invoice remainder, or it may auto match what is left on the invoice. Any questions let us know.

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