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3 replies

Level 10
Sep 13, 2021 1:59 PM UTC

Hello Taylorstdriving.Thanks for contacting the Community! Do you mean to add a line to an existing invoice for example? Thanks

Sep 13, 2021 2:01 PM UTC

When I send a invoice and they pay it how do I link that to the bank transaction that shows up as income?

Level 10
Sep 13, 2021 2:33 PM UTC

If you have the bank account connected and the amount is the same it should bring up a match in the banking section if you find it is not doing that you can click on the line of the transaction in banking and go to find a match and it should bring that invoice up and when you match it will close the invoice as paid and add the income.Any Q's just ask here