Match invoices to payments

Learn the process of allocating transactions in Sage Accounting. This allows you to mark invoices as paid.

You can allocate payments when you record the receipt of the payment. Or you can create the payment and match it to the invoice later.

Allocate once you've recorded the payment or receipt

When you record a receipt, payment, or credit note, you select the invoice that’s being paid.

You can do this:

• From the invoice itself, choose Record Payment or Add Credit note
• From Banking, then Customer Receipt or Supplier Payment
• When using the Match option with bank feeds or imported bank transactions

Allocate later

This is when you create transactions and don't allocate them to an invoice straight away.

Sage Accounting saves payments and receipts that aren't linked to an invoice as a Payment on account.

1. Allocate Payments on account and Credit notes from Contacts.
2. Open the relevant customer or supplier record, select Manage then Account Allocation
   You may have to unallocate a customer receipt that you've matched to the wrong invoice. Then reallocate to the correct one

 NOTE: You can't reallocate transactions to a different contact once assigned. Delete or reverse the transactions then process them again for the correct contact's account. 

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▼ Find allocated transactions