Reconciling imported bank statement

Question asked by Karen Aspinall 5 years ago

Please could you help as I am new to ClearBooks. I have ONE credit on my bank statement that relates to TWO invoices for the same customer - how do I 'explain' as when I go to the drop down box to select the customers name the invoices don't appear?

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Hi Karen,

If you have one credit that relates to two customers you should be able to link this to the invoices so long as you select the same customer name when you explain the entry. I am not sure why they are not appearing. Are these unpaid invoices?

All the best,

Mohamed.

Best answer
5 years ago

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