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# 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.