On this page, you can search in your database by entering any of the following details: client name, variable symbol / specific symbol. Once the search is finished, a list of clients matching the given parameters will be displayed. Details about unpaid invoices will be displayed for those clients that have unpaid invoices.

Display / download individual invoices

Match

This page is used to enter non-cash payment details. For example, when you want to rewrite payment data from a paper bank statement. You can also use this page when one of your clients transfers money to a different account from the one you use for bank imports. To be able to match such a payment, you can manually settle the corresponding invoice here in the same way you would match any payment marked as unmatched. Invoices can be settled fully or partially. In the second case, the system calculates the current overpayment (or underpayment). Further, you can apply heller rounding.

In the US and CA localizations, when matching payments with invoices, you can choose to pay invoices off by cheque - the Payment by cheque box. When you check this box, you can add a cheque number and a note to a given payment. The payment made can then be found in Client card / Invoicing or in Invoicing Overviews Payments.