Allocate a Payment Against an Unpaid Invoice
This video outlines two ways to allocate a payment against an unpaid invoice in Clear Books.
One is to view the system invoice and use the quick pay form which both creates the payment and allocates it against the invoice.
Another is to create a separate payment and then allocate the payment against an invoice as a second step.
How to allocate a payment against an unpaid invoice on the bank import tool
This video shows you how to use the bank import tool to allocate a payment against an unpaid invoice.
When you select a customer in the bank import tool a list of all unpaid invoices will appear as well as the most recent paid invoices.
You can then allocate the payment from the bank statement against the unpaid invoice. Clicking ‘Create Transaction’ will in this instance match up the payment and unpaid invoice so that the invoice is marked as paid.