I don't want outstanding invoices to appear on my bank matching screen

This article explains when outstanding invoices display in the bank match screen, and how to change your settings so they no longer appear there if you don't want them to.

When do outstanding customer invoices display in the bank match screen?

Outstanding customer invoices will appear in the right-hand table of the bank matching screen if

• there is still an amount outstanding (an invoice won't appear if it has been fully paid and reconciled); and
• the relevant bank account has been selected as a payment account within the invoice profile (see Invoice Settings); and

• the 'customise' settings for the relevant bank account (cog icon in the top-right of the bank match screen) is set to 'display invoices in the right-hand table'.

  

Any outstanding invoices will then appear in the bank match screen for the bank account to which they relate.

This allows invoice payments to be auto-matched to invoices where the amount received is the same as the amount outstanding. When you select the paid-in amount in the left-hand table on the bank matching screen, the corresponding invoice will highlight green, enabling you to check you are happy before selecting 'confirm'.

How to stop outstanding customer invoices displaying in the bank match screen

If you prefer not to have invoices shown alongside bank deposit and payment transactions, you can turn this feature off. Within the relevant bank match screen, click the 'Customise' button in the top right corner (cog icon).

Then select 'Hide invoices from the right-hand table' and click Submit.