This is for when:

• Money received from a customer appears in the narrative in the Left Hand Box of the Bank Data screen and

• You have used Add Service Invoice or Add Product Invoice in My Sales to record the original sale.

The Match To functionality enables you to allocate the money received against the invoices in My Sales, therefore keeping the amounts owed to you by customers up to date.

Go to the Middle Box, and select the customer name from the drop down list

In the Right Hand Box, the category assigned to the customer will appear. This should be “My Sales Receipt”. If it isn’t, Edit the Contact and change the category assigned.

In the Match To area, a list of invoices for the customer flagged as unpaid in My Sales will appear.

Click on Show All Results for a full list, if required.

Select the correct invoice(s) by ticking the box next to it.

Use Split Income to divide the income between more than 1 customer.

Tick to Save.

The invoice in My Sales will update to reflect the payment made against it.