How to Match Bank Movements with Invoices?

The invoice matching process can be done from two different sections of your dashboard:

A) From the Transactions section

In the Transactions main screen, you’ll see a list of your company’s bank transactions. Check the Status column to identify those still marked as “Unmatched.”

To match a transaction, click the three-dot menu on the right-hand side. From there, you can:

• Match it with an existing sales invoice.
• Match it with an existing purchase invoice.
• Or choose other available options depending on the transaction type.

If you select “Match with uploaded sales invoice” or “Match with uploaded purchase invoice,” you’ll be redirected to a list of all invoices from that month. Simply click the “Match” button next to the correct invoice.

B) From the Sales or Purchases sections

You can also start the matching process from your Sales or Purchases sections.

In the general invoice list, go to the “Transaction” column and click “Match.” You’ll then be redirected to the list of transactions for that month — just select the one that corresponds to your invoice.

This way, you can match invoices and transactions from either direction, depending on which is more convenient for you.

Updated on: 07/11/2025