Hi chaim
Thanks for your post. Usually it works like this:
When a customer makes an online payment, it'll automatically be recorded into AccountRight, and the associated invoice will be closed off. You'll also receive an email notification about the payment.
Providing you've specified the bank account to record your online invoice payments as described in 'Get set up' in this article (Setup > Preferences> Emailing tab > Edit payment options), here's how it'll work:
- The individual payments you receive for a day, along with any credit card surcharges, will be recorded in your Undeposited Funds account.
- A bank deposit will then be automatically created to include all undeposited funds that were settled.
- If you use bank feeds, the lump sum deposit for the day's customer payments will be automatically matched to the bank deposit.
Learn more about how matching works.
If this is not the case for you, could you go into the transactions and share screenshots of the matched transaction and the transaction left to match?