How can I manually reconcile an invoice?
Please take the following steps to carry out this invoice reconciliation manually:
- Go to manual tasks in your account.
- Select the invoice you wish to reconcile from the overview and then click on Show record.
- in the newly displayed screen, please navigate to the invoice at the bottom and click on Show details. In the details, click on the transaction number (displayed in blue)
- then select Actions > Copy
- then click on Actions > Copy and then on Deactivate emails in the new screen and then on Create transaction. Make a note of the transaction number. This prevents the portal from sending an additional invoice to the customer.
- after you have created the transaction, click on Flow on the right-hand side and copy the link in the bar that appears
- paste the copied link into a new tab, select Invoice as payment method and click on Pay/Pay. You should see a new window where the payment has been successfully completed. 9.
- then open the manual task in a separate tab and select the desired invoice again, click on View Record and then on Unlink
- click on Link Invoice and link the newly created invoice using the transaction number. You can now open the manual task in the top right-hand corner.