Solved
Payments not matching to Invoices
I created an invoice, and it has been paid (the correct amount, and on time). However the invoice is showing as outstanding on the Dashboard. It has been allocated to Sales income. Under the Apply Ru...
Hi RLa2,
I know it can be confusing when invoices still show as outstanding even though you know they’ve been paid.
What usually happens in this situation is that the bank transaction has been allocated straight to a category (like Sales income) instead of being recorded as a payment on the invoice. That means the money’s in your accounts, but the invoice itself hasn’t been marked as paid yet.
A quick way to check:
- Open the invoice from Sales > Invoices and see if it’s showing as Paid or still has a Balance due.
- If it’s not paid, go to Banking > Bank transactions, find that payment, delete/clear the allocation, then use Match to existing record to match it to the correct invoice so it drops off the outstanding list.
If the payment is matched to the invoice, but it’s still showing as outstanding, it might need a deeper look at the file. In that case, the best next step is to contact our support team so we can check it from our side. You can:
- Lodge a support ticket through My Account, or
- Chat with MOCA (our virtual assistant), and it’ll hand you over to live chat if needed.
Regards,
Genreve
