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8 helpful votes

How to link a deposit to an invoice

If you entered a payment through Bank Deposit instead of Receive Payment, the payment wouldn't be linked to the invoice and the invoice will remain unpaid.


  • There should be an invoice for the customer.
  • A payment hasn't been entered and linked to the invoice.
  • The payment was entered through Bank Deposit instead of Receive Payment.


Find and edit the deposit

You can easily find the Deposit entry in your Bank Register.

  1. From the left menu, select Accounting.
  2. Select Chart of Accounts under the Toolbar.
  3. Find the account you deposited the payment to, then select View Register (or Account History).
  4. Locate and choose the correct deposit.
  5. Select Edit.
  6. On Bank Deposit screen, scroll down to Add funds to this deposit, then find the fund you need to edit.
  7. In the Received From column, search and choose the appropriate Customer name.
  8. In the Account column, search and select Account's Receivable.
  9. Select Save and Close.

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