If a bank document is in the same currency as the invoice, you can match them manually in the Bank (or Cash Register) module. This guide shows how to match one payment with one or more invoices.

Step 1: In the Bank module, hover over the payment you want, click the three-dot icon at the end of the row, and select Settle document. You can find the same menu in the payment detail under the three-dot button in the bottom bar.

Step 2: The Payment link window opens with a list of documents that the payment can settle. The list is pre-filtered by the company on the payment and shows only documents that have not yet been paid. Select the invoice you want to match the payment with and click Settle.

If you want to settle multiple invoices with a single payment, select several at once. At the bottom of the window, you can see the Payment amount, the Total of selected documents, and their Difference.

If you want to unmatch a payment from an invoice, open the three-dot menu on the payment again and select Cancel settlement.

To find out which invoice a payment is linked to, select Show links in the three-dot menu.

The Links window opens, where you can see the documents linked to the payment on the Linked documents tab.

To match multiple payments at once, use Bulk matching. For payments with the same variable symbol and amount, use automatic matching.