I’m having trouble linking a paid customer invoice to the bank transaction

Hello there, petelewis11.

Before linking a paid invoice to a bank transaction, make sure the payment has been deposited into the correct bank account and properly recorded in your system. Once done, you can link the paid customer invoice to the bank transaction by recording the payment directly to the invoice.

Here's how:

1. Go to Customer and goals and select Customers.
2. Select the appropriate customer from the list.
3. Locate the paid invoice under the Transactions List you want to link.
4. Click Record Payment.
5. In the Deposited to field, select the correct bank account where the payment was received.
6. Set the payment date by using the exact date from your bank feed for accurate tracking.
7. Click Apply, then Next.
8. Review the payment details, including the date, bank account, and payment amount to ensure everything is correct.
9. Click Save to finalize your changes.

Let us know if you need further assistance. We're here to help.