Use cases · Finance
Match one payment to its invoices
One transfer, several invoices, each marked paid or part paid.
- Best for
- Bookkeepers whose customers pay several invoices at once.
- You give it
- What arrived: who paid and how much.
- Where it runs
- Chat, App
- Needs
- Any plan with the module on.
How it runs.
- Tell the Agent what arrived.
- It splits the payment across the invoices it pays.
- You record it.
You get
One payment, and each invoice reading Paid or Partially paid, with what is still open.
You decide
Waits for your yes, unless you chose Full autonomy.
Say it in the chat
[Customer]'s transfer of [amount] landed. Record it against their open invoices.
Change the words in brackets. Nothing is sent until you press Enter.
More for financeFor finance teams
- Quotes & invoicesQuotes, invoices and paymentsWhere this lives
- Invoice an accepted quoteThe invoice from the quote your customer accepted, in full or in parts.Chat · App
- Chase late payments, one reminder per invoiceEvery overdue invoice gets its own reminder, from your own address.Chat · App
- Correct an issued invoice with a credit noteFix a mistake without touching the invoice.App
Give the Agent this job.
Start free, and see the result wait for your yes.