Pay an invoice from a bank feed or statement import

You can mark a Sales Invoice as paid from the imported transactions page.

We recommend using this if you've connected to your bank feed or imported your bank statement.

1. From Banking select Transactions.
2. Find the transaction related to the Sales invoice and select Match.
3. Select the invoice or invoices you want to pay.
4. If you are part-paying an invoice, change the amount in the Payment section to the amount received.
5. Select Match.

Manually pay a single invoice

1. From Sales, choose Sales Invoices.
2. Select the invoice you want to pay.
   • If you use Stripe, select Take Card Payment
   • Otherwise select Record Payment
3. Complete the details of the payment:
   • To change to a different bank account, choose the new account from the Paid Into Bank drop-down list
   • Add a Reference to help you track the payment and match with your bank statement
4. Enter the amount received.
5. Record a Discount, if applicable.
6. Select Save.

Match a payment to multiple invoices

1. Select Banking, then open the required bank account.
2. Select New Entry, then Sale / Receipt and the Customer Receipt tab.
3. Complete the details of the payment.
   • For a new customer, choose Add a customer from the drop-down list
   • To change to a different bank account, choose the new account from the Paid Into Bank drop-down list
   • Add a Reference to help you track the payment and match with your bank statement
4. Enter the Amount received.
   If you want to calculate the total amount from the invoices you're paying, leave the amount blank.
5. Select the check box next to each invoice that you want to pay.
   To pay all outstanding items, select the check box in the top left.
   As you select each invoice, the Left to allocate value updates.
6. Select Save.

Part pay an invoice

You can also record your Sales Invoices as part-paid.

For more information on part paying a Sales Invoice, read our Part pay an invoice guide >

Add a discount

If your customer received a discount, you can also record this when marking the invoice as paid.

1. From Sales, choose Sales Invoices.
2. Select the invoice you want to pay.
3. Select Record Payment.
4. Enter the amount paid and the discount amount.
5. Fill in the rest of the payment details as normal.
6. Select Record.

 NOTE: Note: If you use the Cash Accounting Scheme, you’re prompted to choose the VAT rate. This is because VAT calculates at the point of payment. Choose the correct VAT rate and select Yes.

• Allocating existing transactions
• Customer receipts and payments on account