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When I have applied receipts from customers do I still have to match them to my invoices after having downloaded them from the bank?

The first thing I do when I receive a payment from a customer I go an apply it against an invoice, what do I then do with the actual payment appearing on my downloaded banking transactions?

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Best answer 3 weeks ago

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Super Contributor *

Hi there, sibusisom. I'd be pleased to help. Allow me to...

Hi there, sibusisom.

I'd be pleased to help.

Allow me to share some information and options that we can take based on your scenario.

  1. If you manually record the payment on the invoice and the actual payment displays on the banking page, we can simply link the payment by clicking the "Find Match" option and locate the manual payment.
  2. Rather than recording the payment manually, we can wait for the downloaded transaction in the banking page and hit "Find Match" and locate the open invoice.
  3. If you're used to the process of manually receiving the payment, we can exclude the payment under banking page to avoid additional actions.

You might also check these relevant articles during your free time: 

If you have any other questions, please let me know. I'll be happy to lend a hand.

1 Comment
Super Contributor *

Hi there, sibusisom. I'd be pleased to help. Allow me to...

Hi there, sibusisom.

I'd be pleased to help.

Allow me to share some information and options that we can take based on your scenario.

  1. If you manually record the payment on the invoice and the actual payment displays on the banking page, we can simply link the payment by clicking the "Find Match" option and locate the manual payment.
  2. Rather than recording the payment manually, we can wait for the downloaded transaction in the banking page and hit "Find Match" and locate the open invoice.
  3. If you're used to the process of manually receiving the payment, we can exclude the payment under banking page to avoid additional actions.

You might also check these relevant articles during your free time: 

If you have any other questions, please let me know. I'll be happy to lend a hand.