Matching Partial Customer Payments

Question

Hello. Asking help on this.I have a 2 separate bank feeds to be matched in one customer payment.lets say the amount of bank feed is Nov 1 at 60 and Nov 8 at 40 to be matched to customer payment 01 at 100 recorded Nov 14.When I click the bank feed lets say the 60 amount, and try to find match and filter by "All Transactions", I cannot find the customer payment 01 amounting to 100. May I know the reason why? Is it because of the dates?Upon checking, customer payment is still available for matching.Hoping for your help on this. THanks much

samaram · Answer

Hi&nbsp;MDD&nbsp;
&nbsp;
Thank you for your post. There are a few reasons why a transaction may not come up as a possible match in Bank Feeds.

If the transaction was entered with a different pay from account than the account that you are reconciling
If it was already reconciled in a previous period - you can check this under Banking &gt; Reconcile accounts.
If the withdrawal / deposit is the opposite way around (for example if a user received money from a customer in the bank account - but accidentally created a spend money transaction instead of receive)&nbsp;

&nbsp;
Hope that helps.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

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Matching Partial Customer Payments

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