The Countingup app will match payments to invoices automatically if the payment reference includes the invoice number and the transaction amount is the same.
If you need to match a payment manually please follow these steps:
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Tap on the payment on the balance tab
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Tap 'Match'
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Tap 'Find'
If you send an invoice to your customer for £100, and they pay through a payment processor. A payment processor such as Stripe deducts a percentage in fees, so you receive an amount less than £100 in your account.
If you need to account for transaction fees please follow these steps:
- Tap on the invoice you want to match a payment to
- Tap on ‘Match’ on the invoice details screen
- After matching your payment, you can tap on ‘Add payment processing fee’ to reconcile the invoice
- Enter the payment processing fee amount
- Tap ‘Add fee’
- Your invoice should be marked as paid if there’s no amount remaining