I have a customer who has used clearpay. need to link 2 payments to 1 invoice. its not finding a match. they both add up to invoice amount but not finding.

Hi there, accounts.

I can guide you in matching your bank transactions to your invoice in QuickBooks Online (QBO).

Since we’re unable to match two bank transactions to one transaction in QBO. What we can do is create a partial payment matching each deposit reflected in your bank feeds. Let’s say you have £100.00 worth of transactions and your customer partially paid £75.00 which is also the amount of the first deposit and £25.00 in the next deposit.

In that, let’s go over to your invoice and utilize the received payment to deposit your amounts into your account. Here’s how:

1. Go to the Receive Payment and select the customer paying the transaction from the Customer dropdown.
2. Select the Payment method used and select Undeposited Funds for the Deposit to section.
3. Under Outstanding Transactions, select the invoice you want to pay.
4. Enter the amount you received in the Amount Received section.
5. Then, click Save and close.

After that, create a bank deposit to this payment to deposit them to the correct account:

1. Click the + New icon and select Bank Deposit.
2. In the Account dropdown, select the bank account where your client deposited the amount.
3. Mark check the matching transaction in the Select the payments included in this deposit section.
4. Tap Save and Close.

Next, we’re going to match this bank deposit to the payments from your bank feeds:

1. Go to the Banking menu and select the matching deposit in the For Review tab.
2. Once located, tap the transaction to expand and toggle to the Find Match option.
3. In the Match transactions window, filter the dates to see matches.
4. Mark check the deposit we created earlier and click Save.

Lastly, repeat the same process for the second payment from your bank feeds.

Furthermore, I have a set of articles that you can use to organize your transactions and reconcile your account. By doing this, you can classify your transactions correctly and prevent any discrepancies in your books:

• Categorise and match online bank transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

Let me know if you have more concerns about adding a processing fee. I’m just a post away. Have a good one!