Matching customer receipts and credits

You match your customer receipts, credit notes or credit customer journals against your customer accounts. You do this when processing or manually from the Match Open Item menu option.

1. Go to Process then Match Open Item.
2. Select Customer and choose the customer account.
3. Tick Select Periods and choose the Process Adjustments in Period.
4. Unmatched receipts and credits will show under Unallocated.
5. Click the + sign and click the receipt or credit.
6. Drag the receipt or credit to the Invoice and click Save.

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