When you receive payments for invoices they can be reconciled using the 'Match Invoice' action in Bank Feeds.
To do this simply choose the bank account that received the payment, find the relevant bank transaction, then choose the 'More' dropdown on the right. From there select the 'Match Invoice' to open a section with all invoices awaiting payment.
You can search an amount or invoice number to find the invoice quickly, or scroll through the list. When you find the invoice (or invoices) that relate to the bank transaction simply select the tick box on the left hand side and then the blue confirm button.
What if my invoice is part paid?
If an invoice has been part paid, simply select the 'Split' button on the right hand side of the invoice you want to part pay and enter the part payment amount.
Back in Sole Tank Invoices you will see part paid invoices as pending, showing both the paid amount and the total amount payable. Once fully paid the invoice will move to the 'Paid' tab.
Made a mistake?
If you allocated incorrectly select the bank account with the incorrect allocation, go to the 'Account transactions' tab and find the transaction.
Then simply select the 'Redo all' button from the right hand side.This action will not delete transactions, it will just return the bank transaction to the reconcile tab to allocate, match or transfer again.
