If you match your customer invoices and bank transactions based on reference numbers, you can further automate your workflow by allowing Briox to post the difference created by the reminder fee on the account of your choice. See below.
How it works:
Briox looks at your reminder settings to pick up the necessary information for the matching. See the example set up below.
In this case:
My reminder fee on customer invoices is 10€ and I have three reminders in my cycle.
I want the system to automatically post the reminder fee to the account registered under the Automatic matching settings and treat the match as a perfect match in the following cases:
- 1 reminder has been sent: invoice is paid in full + 10€ = perfect match
- 2 reminders have been sent: invoice is paid in full + 20€ = perfect match
- 3 reminders have been sent: invoice is paid in full + 30€ = perfect match
You can see the match information if you open the matched transaction by clicking on it. See below:
Notes:
- The rule is for customer invoices only.
- If you reset the number of reminders sent for an invoice the matching will work as long as the fee is the same as: invoice balance + reminder count * reminder fee
- If you further automate the workflow, these full matches will be posted automatically to your accounting if you use online banking. Read more about automation.
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