Banking & Reconciliation 1:05

Reconcile a credit with an imported sales invoice

Name: Reconcile a credit with an imported sales invoice
Uploaded: 2026-10-21T00:00:00+00:00
Duration: 1 min 5 s
Description: Sales document reconciliation. Match a bank credit to an imported sales invoice to record the payment automatically

Sales document reconciliation. Match a bank credit to an imported sales invoice to record the payment automatically

Open in the app Read the documentation

Click on the credit transaction to reconcile

Review the suggested invoice and allocated amount