How to Match Bank Movements with Invoices?
The invoice matching process can be conducted from two locations:
A) From the Bank Movements Section
Access bank movements and select the transaction you want to link. In the example, we will link it to a purchase invoice by clicking on "Match a purchase invoice," but you can also link it to sales invoices, salaries, or upload the transaction receipt and link it to the corresponding invoice from the "Upload & match with sales/purchase invoice" option.
![](https://storage.crisp.chat/users/helpdesk/website/6b9fcea44e196000/2-15_43f6ov.png)
Click on “link” to connect the movement with the invoice.
![](https://storage.crisp.chat/users/helpdesk/website/6b9fcea44e196000/3-12_t0srgz.png)
If everything is correct, you'll receive a confirmation message at the bottom of the screen indicating that the transaction has been successfully linked.
![](https://storage.crisp.chat/users/helpdesk/website/6b9fcea44e196000/4-11_lqfpr1.png)
B)From the Invoice Screen
Alternatively, you can link the invoice with the bank movement from the invoice menu (sales or purchase section):
Choose the corresponding invoice, which will be labeled as "unmatched."
Click on "link" and ensure it corresponds to the correct month (displayed on the far right).
![](https://storage.crisp.chat/users/helpdesk/website/6b9fcea44e196000/bank-invoices-1-1_cbh9aa.png)
Locate the corresponding bank movement and select "match."
![](https://storage.crisp.chat/users/helpdesk/website/6b9fcea44e196000/bank-invoices-2-1_iggk9x.png)
You'll now see the status updated to "matched by you."
![](https://storage.crisp.chat/users/helpdesk/website/6b9fcea44e196000/bank-invoices-3-1_gejpid.png)
A) From the Bank Movements Section
Access bank movements and select the transaction you want to link. In the example, we will link it to a purchase invoice by clicking on "Match a purchase invoice," but you can also link it to sales invoices, salaries, or upload the transaction receipt and link it to the corresponding invoice from the "Upload & match with sales/purchase invoice" option.
![](https://storage.crisp.chat/users/helpdesk/website/6b9fcea44e196000/2-15_43f6ov.png)
Click on “link” to connect the movement with the invoice.
![](https://storage.crisp.chat/users/helpdesk/website/6b9fcea44e196000/3-12_t0srgz.png)
If everything is correct, you'll receive a confirmation message at the bottom of the screen indicating that the transaction has been successfully linked.
![](https://storage.crisp.chat/users/helpdesk/website/6b9fcea44e196000/4-11_lqfpr1.png)
B)From the Invoice Screen
Alternatively, you can link the invoice with the bank movement from the invoice menu (sales or purchase section):
Choose the corresponding invoice, which will be labeled as "unmatched."
Click on "link" and ensure it corresponds to the correct month (displayed on the far right).
![](https://storage.crisp.chat/users/helpdesk/website/6b9fcea44e196000/bank-invoices-1-1_cbh9aa.png)
Locate the corresponding bank movement and select "match."
![](https://storage.crisp.chat/users/helpdesk/website/6b9fcea44e196000/bank-invoices-2-1_iggk9x.png)
You'll now see the status updated to "matched by you."
![](https://storage.crisp.chat/users/helpdesk/website/6b9fcea44e196000/bank-invoices-3-1_gejpid.png)
Updated on: 21/02/2024
Thank you!