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Mostropovich
Mostropovich
September 28, 2022
Question

Matching multiple payments to a single invoice (bill-expense not income)

  • September 28, 2022
  • 1 reply
  • 0 views

we made three payments on different dates.

All payments were made towards a single bill. In bank transactions the three payments have been downloaded but I do not know how can I match them to the single bill.

Is there a way to do it or

is this feature still not been addressed by the developers?

If somebody could answer these two questions it would be great :)) thank you all :))

1 reply

G
GeorgiaC
September 28, 2022

Hi Mostropovich, thanks for your post 🙂

 

The banking mechanism works by scanning for similar dates and amounts, so if you don't see an automatic match to the invoice when selecting find match, you can instead post these as unapplied payments on the suppliers account to be linked to the bill (invoice) at a later point. To do this, click on the transaction in the for review tab > select the supplier on the dropdown > set the category to creditors > choose the relevant VAT code > add. Once you have done this for each partial payment, you can then apply these to the bill. To apply as payment on the bill, open the bill and select make payment - on the bill payment screen, the unapplied payments will then be listed under credits where you can tick to apply. 

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