Recorded payment matching can apply a partial customer payment to an issued invoice. Select a confirmed bank movement that matches the document's currency, direction and available balance. An authorized poster records the existing payment; the action does not collect money.
Open the invoice's payment area, refresh the evidence and search the recorded bank movements. Review the selected amount and the invoice's remaining line and tax balances. Where allocation is required, distribute the full bank amount across the supported remaining parts.
For cash-basis recognition, those confirmed allocations determine which original lines and tax are recognized. For accrual treatment, the settlement clears the receivable control while preserving issued revenue. Follow the current document's displayed treatment rather than assuming both bases behave identically.
Enter a reason connecting the payment to the invoice and confirm the saved match. The unpaid remainder stays available for later settlement or another supported adjustment. If the bank movement changed while the form was open, choose current evidence before preparing the match again.
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