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How do I reconcile the partial payment of an invoice?

  • Updated

A. Split/Attach

Select 'Split/Attach' to open the advanced editing options for the transaction.

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B. Attach document

Select 'Attach / Match document'.
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C. Invoice

Select 'Invoice' to view the list of your invoices which are still to be paid.

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D. Paid

Edit the amount in the 'Paid' column to reflect the partial payment amounts. In the above example, a transaction amount of £6,000 has been split across two invoices with payments of £3,000 and £3,000 respectively.

The amount remaining on each invoice is updated in the 'Unpaid' column.
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E. Confirm selection

Select 'Confirm selection' and the partial payment amounts will be added to the transaction.