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Monty250
July 7, 2022
Question

Matching part payments to several invoices?

  • July 7, 2022
  • 1 reply
  • 0 views

How do I match partial payments to invoices, and payments spread across several invoices?

can I use the Bank > for review >  Match Transactions?

 

(they are my Sumup payments so I also need use the resolve to transfer the sumup fee to the sumup expense account)

 

1 reply

A
Ashleigh1
July 7, 2022

Hello Monty250, 

 

Welcome to the Community Page, 

 

Yes you can use the bank>for review> match transactions as long as the date, amount and account are the same it will bring up all the invoice's for you to then tick that link to that account right.  If the match doesn’t show you would need to record the payments against the invoice first to then match them up. 

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