Allocating payments to invoice from Browser bank feed

Question

I am trying to allocate invoice payments from the bank feed screen on the browser, without having to go out and use "Record Invoice Payment". This is easy on the desktop.

Even when I put in the customer name, I don't see any invoices to allocate the money to (see screenshot). Where am I going wrong?

doreen_p · Answer

Hi georgieh,
&nbsp;
Love that you’re trying to do it all straight from the bank feed. On the bank feed line, instead of just typing the customer name, click “Match to existing record”. That will open up a list/search where you can find the open invoice for that customer and match the payment directly from the bank feed screen.
&nbsp;
Cheers,
Doreen

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Allocating payments to invoice from Browser bank feed

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