In some instances, you may have an imported payment from your bank account that isn't matched to an invoice automatically. This could happen for one of the following reasons:
payment amount does not match the invoice amount
payment date occurs before the invoice date
payment date is significantly later than the invoice date
client names are not the same
To match the payment manually, follow the steps below:
Step 1
Select the payment on the Transactions page and return it back to the Inbox page.
Step 2
Select the payment again and click on the Edit button.
Step 3
Transfer the payment from the Undeposited Funds account.
Step 4
Go to the Invoices page. Open the invoice and add a payment from the Undeposited Funds account.
