How to Match Unreferenced Bank Transactions to Sales Invoices in Eemeli
If your bank connection is active and your customer has paid an invoice without a reference number, you can manually match the transaction to the correct sales invoice by following these steps:
1. Open the Payments View
Go to Sales > Payments in the Eemeli main menu.
2. Filter for Unmatched Payments
Set the date range as needed.
Choose the filter “Only unmatched”.
Click Search.
3. Find and Open the Payment
Locate the row of the unreferenced transaction.
Click the Open (+) icon to the left of the description.
4. Allocate the Payment to the Correct Invoice
A list of sales invoices will appear.
Find the correct invoice and click Match on the far right.
5. If the Correct Invoice Is Not Listed
Use the dropdown menu below the invoice list.
Select the correct invoice manually.
Click Match next to the dropdown.