Match a Payment to the Invoice
Once you’ve sent out your invoice, you are just waiting for it to get paid. Once it has been paid, you’ll complete one final step to close the loop – match the invoice to the payment that pays for it. Note: If a customer pays their invoice digitally on Ambrook, this step is automatically completed! It’s a major benefit of using Ambrook for invoicing.
You can complete matching from your Ledger or the Invoices tab.
From the Invoices tab: For unmatched invoices, you’ll see a “Match” button. Clicking this will open up a panel called “Match Payment,” where you can search a condensed version of your Ledger for the right payment or payments.
From the Ledger: Click the three dots on the right hand side of the transaction that you want to match to an invoice. You’ll see a “Match to Invoice” option. Clicking this will open up a panel called “Match Payment,” where you can search a condensed list of your invoices for the right one.
Tip: In both cases, the Filter button to more easily find what you’re looking for!
Sometimes an invoice is paid off by multiple payments, so check off all the relevant payments until the progress bar at the top shows 100%.
When you are done matching, click “Done.” The line items and tags from your invoice will have been copied over to the payment on your Ledger, so there’s no bookkeeping left to do.