Review and confirm a match

On the Invoices page, confirm the bank match Invoflux proposes for an invoice, reject a wrong one, or match an invoice to a transaction yourself.

Written By Sergiu Biris

Last updated 10 days ago

Reconciliation happens on the Invoices page. When Invoflux finds a likely bank transaction for an invoice, it shows the suggestion right on that invoice for you to confirm.

Steps

  1. Open Invoices from the sidebar.
  2. Find an invoice with a suggested bank match. The suggestion shows the matching transaction and a confidence score.
  3. Click Accept to confirm the match, or Reject if it is wrong.
  4. For an invoice that has no suggestion, open its row actions and choose Find transaction to search for and pick the right transaction yourself.

Result

Confirmed invoices are linked to their bank transaction and your reconciliation stays current. Invoflux uses your confirmations and rejections to improve future matching.

Troubleshooting

  • I confirmed the wrong match. Open the transaction and unlink it, then match it correctly.
  • A payment covers several invoices. Match it to each invoice it pays; the amounts should add up to the transaction total.
  • A partial payment. Link the transaction to the invoice; Invoflux tracks the remaining balance for the next payment.
  • How automatic matching works
  • Connect your bank account