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Process Bank Transactions - Match invoice and credit memo to the same transaction

  • 6 July 2022
  • 2 replies
  • 57 views

Hi,

some of our customers pay several invoices and deduct a credit with the same transaction.

There is no problem in matching several invoices but it seems the credits arent loading in the “Match to Invoices” window for receipts.

Does anybody know a solution for this?

Many thanks!!

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Best answer by meagan59 11 July 2022, 23:45

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Hi @meagan59, thank you!! Will try this!

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Hi @MasterLuke,

I would recommend applying the credit memo to one of the invoices paid prior to matching the invoices in the Process Bank Transactions screen. Then the total paid will match up to the total balance due for the invoices.

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