To report an invoice as paid, you can :
Click on the invoice of your choice, then select the status "Paid" ;
or
Attach the corresponding bank transaction to the invoice.
Below are the steps you need to follow to perform a bank reconciliation between your invoices and your bank transactions:
Go to the "Invoices" tab;
Click on the invoice of your choice, then click on the "Schedule and bank reconciliation" button;
Click on "+ Attach a transaction" ;
Select the associated transaction from the drop-down list, then click "Validate".
To find the transaction you are looking for easily, you can use the search bar or use the filters by date and amount available to you by clicking on the blue button.
Please note:
Several transactions can be attached to the same invoice.
Your invoice will not be notified as paid if the amount of the attached transaction is not the same as or greater than the amount of the invoice. The status will change to "Partial" if the amount of the attached transaction is less than the invoice amount.
See also :