Follow these steps first to clear any attached documents 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' and click on 'Split/Attach', or on the transaction line itself to expand the details.
- Remove any attached document by pressing the X in the circle so the transaction is not matched to any invoice or sales receipt.
- Select 'Attach / Match 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 actual amount paid in the 'Paid' field so that the 'Target to match' equals the 'Selected' amount.
- Click 'Confirm selection'.
- Check that the invoices have been attached.
- Select 'Done'.
- Select 'Confirm'
You can send a sales receipt directly to your customer as confirmation that the invoice has been paid:
- Go to ‘Invoices’ in the main menu.
- Select 'Paid' invoices.
- Select the three dots to the right of the invoice line.
- Select 'Email' or press the icon of the envelope.
- Enter the customer details and select 'Send'.