Hi Tracey,
I've tried to follow your steps to match partial payments to a single invoice.
When I click on the expand arrow next to one of the bank transactions > Match transaction >and select the invoice which the payment applies to, the 'Match amount ($)' is automatically filled as the total invoice amount and cannot be changed (see photo attached).
Do you know how I can fix this or why this invoice isn't capable of being paid in two bank transactions?
Thanks
Jacob
Can you click on the purple reference no and send me a screenshot of that transaction, it looks like it might be a payment transaction not an open invoice. Can you also tell me the amount of the bank feed transaction?
Hi Tracey,
Thanks for your reply. I've attached a screenshot of the transaction - it is an employee's wages ($1,421.50).
The wages were paid in two separate payments. There are two bank feed transactions for $920 and $501.50 (ie totalling the amount of the wages).
I just want to match those two payments to the pay transaction.
Thanks!
Jacob
Thanks for clarifying. Pay transactions are different to invoices/bills and can't be matched to multiple bank feed transactions.
You would need to reverse the pay transaction and reprocess as two separate pay runs, one for each bank feed amount.
Let me know if you need further help with that.
Thanks Tracey - that did the trick!
