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Kelvintronic's avatar
Kelvintronic
Contributing User
4 years ago

Cannot match a bank feed payment to a credit invoice

One of my clients payed me twice on an invoice. I created a credit invoice for the overpayment and then refunded their payment via online banking.

 

The transaction has now come through on my bank feed but when I attempt to match the transaction with the credit - it is not found.

 

How do I allocate this transaction to the credit?

1 Reply

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  • Hi Kelvintronic 


    If the credit is still sitting as a customer return, you will need to process that return. Please refer to this help article for detailed instructions. This process should create a spend money transaction in the system to reflect that the refund has been paid in real-life thereby allowing you to match the bank feed too.

    Let me know if you have any questions about this. 

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