Review a partial invoice payment

When a payment does not settle the selected invoice, Cybooks asks what happened to the remaining balance.

Choose the remaining-balance treatment

1. Open the bank account, choose To review and open the incoming payment.
2. In Match, select the invoice and compare its open amount with this payment.
3. Review the remaining-balance choices. Leave it open keeps the unpaid amount owing. Close it as a cost writes off the remainder when you have the required access and supply its reason. Split across records is for a payment covering more than one record.
4. Check the consequence and any requested Reason before using the final save action.

Choosing an invoice or a reason is a review step. The selected accounting consequence is applied only when the match is finalized; do not use a write-off merely to make the amounts agree.