How do I match multiple invoices to a single transaction?

Follow these steps first to clear any attached documents in order to match your invoices and attach them to their corresponding payment so they appear as 'Paid' on your invoices page:

• Find the transaction on your Bank Transactions page.
• Select 'Edit' to expand the details below the transaction line in the grey box.
• Remove any attached document so the transaction is not matched to any invoice or sales receipt.
• Select 'Attach document' to search for the correct invoice(s).

• Choose 'Invoice'.
• Select the invoices that match the transaction.
• If an invoice has been underpaid, you can enter the amount that has actually been paid in the 'Paid' field so that the 'Target to match' equals the 'Selected' amount.
• Click 'Confirm selection'.

• Check that the invoices have attached.
• Select 'Done'.

• Select 'Confirm' to review the transaction so it appears in green.

 

You can send a sales receipt directly to your customer as confirmation that the invoice has been paid:

• Go to ‘Invoices’ in the left-hand menu.
• Select 'Paid' invoices.
• Select the three dots to the right of the invoice line.
• Select 'Email'.
• Enter the customer details and select 'Send'.