I don't get it? Receive payment and you type it into the invoice? Don't you wait for the payment to appear in your transactions, then link it via reconciliation to the relevant invoice(s)? If you do the above method, won't you have a doubling up. A transaction that you cannot reconcile to anything?
This particular video outlines the manual process for receiving payments.
If you are importing bank transactions via BankData or an export file, then allocating the payment to an open invoice will carry out the above process for you.
For more info on processing downloaded bank transactions, we have another video on this here - (Currently shown in the older Reckon One style, but will be updated)
The videos above are embedded but if you'd like to watch them in fullscreen just click the 'Watch on YouTube' option which will open the video on the full YouTube site and give you more options eg. fullscreen etc.
Rav, Community Manager
This particular video outlines the manual process for receiving payments.
If you are importing bank transactions via BankData or an export file, then allocating the payment to an open invoice will carry out the above process for you.
For more info on processing downloaded bank transactions, we have another video on this here -
(Currently shown in the older Reckon One style, but will be updated)
Leisa Juers
Rav, Community Manager