New Invoice Payment in Bank Feeds

[AaronWhite]

Hi,

When we receive a payment from a customer for a invoice, they generally tend to include the Invoice Number as the reference (even tho we reqeust them to enter their Card ID).

I suggest a field when adding a new "Receive Payment" via bank feeds be added to look up invoices to match that payment to.

[jenniek]

HI there @AaronWhite

If you set up an invoice rule - this will then look at the customer and let you know if there are possible matches to invoices. One click and you are in a receive payments screen with the match already done if it is 1 invoice owing, or allows you to change if required. When you choose Receive payment from the bank feed screen, there is also an option called Invoice Rule - choose this.