HelptroubleshootingPayment shows unpaid even though I got the money
Payment shows unpaid even though I got the money
Match the bank transaction to the invoice.
beginner· 1 view· Updated 7/18/2026
If your payment appears as unpaid, it might be because the bank transaction hasn't been matched to your invoice. Go to Transactions in the sidebar, then select the Review Needed tab. Find the relevant transaction and use the Link action to match it to the correct invoice. Alternatively, from the invoice page, choose Record Payment under Actions to manually update the status.
Step-by-step
- 1Access Transactions
Go to Transactions in the sidebar to open the AI Bank Transactions Center.
- 2Find the transaction
Select the Review Needed tab and locate the transaction that corresponds to your payment.
- 3Match to invoice
Use the Link action to match the transaction to the correct invoice.
- 4Record payment manually
Alternatively, from the invoice page, use Actions → Record Payment to update the payment status.
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