How can I match manually a Banking transaction (wire-transfer) to a paid invoice?

If a wire-transfer payment made by your customer wasn´t matched with the invoice of your customer, you can manually match it through your account. Please follow these steps:

Step 1: Go to transactions> Click on “View Unknown transactions”

Step 2: Select the transaction that you want to match

Step 3: Select the Customer name and then select the invoice number of that Customer.

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Keep in mind that in most cases you will find the invoice number on the reference field

And that´s it! 😉

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How can I unmatch a Banking transaction from an invoice?

How can I match a Banking transaction (wire-transfer) to a paid invoice?