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1 reply

Level 10
September 13, 2021

Hello Taylorstdriving.Thanks for contacting the Community! Do you mean to add a line to an existing invoice for example? Thanks

September 13, 2021

When I send a invoice and they pay it how do I link that to the bank transaction that shows up as income?

Level 10
September 13, 2021

If you have the bank account connected and the amount is the same it should bring up a match in the banking section if you find it is not doing that you can click on the line of the transaction in banking and go to find a match and it should bring that invoice up and when you match it will close the invoice as paid and add the income.Any Q's just ask here