Automated invoice matching automates the process of linking invoices to payments received in your bank feeds, eliminating the need for manual matching. Watch the tutorial to see how easy it is.
FAQs
Q: My income looks like it’s doubled. What should I do?
A: This usually happens when the same income is recorded twice - once through invoice matching and again via manual allocation. It can also occur if multiple invoices use the same reference number and that number isn’t updated.
To fix it:
Check the Income and Invoice tabs for duplicated entries.
Delete or adjust any manual allocations so each income item appears only once.
Double-check the Account Transactions tab to ensure there aren’t any duplicates.
Your totals should now reflect the correct amount.
Tip: Always check for duplicates if your income totals look inaccurate.