Explaining imported bank statement

Question asked by Peter Oakes 10 years ago

Hi,

Previously used Sage, where you would allocate the invoice and credit to the net payment.

When posting payments how do you allocate a credit against an invoice, as no credits show on the outstanding invoices when bank account transactions have been imported and I am trying to explain them.

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2 Replies

Hi Peter - view the invoice and, down the bottom of the screen, you'll see the credit listed with the ability to allocate it against the invoice. Then when you go to explain the payment it should match the unpaid balance of the invoice.

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10 years ago

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