Automatic bank statement processing makes the invoicing easier and faster. Please note that the statement must be available as a text format. To process it, click Invoices at the top of the page and select Processing of bank statements:

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To upload a .txt file, select Choose file and click Process at the bottom of the page:

EN Fakturace-zpracovani-zpracovani vypisu.png

After the file is processed by the system, click Manual processing of bank statements at the right side on the line assigned to the relevant payment:

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To match payments, click Manual processing of bank statements at the right side on the line assigned to the relevant payment. If the amount surpasses the outstanding sum, you will be asked to confirm the action:

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The invoice will appear in a customer's list of invoices when it's paid:

EN Zakaznici-zobrazit-faktury-zaplacena vypisem z banky.png

An overpaid sum appears in visible cell and will be subtracted from the next charged amount:

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