Categorizing an invoice deposit
To categorize deposits from an invoice:
- Navigate to the Accounting tab in the left-side menu.
- Select the deposit transaction you wish to categorize from the list shown in the Transactions tab. Choose the Categorize transaction option from the right-side menu.
- Expand the Match Transaction area. A list of invoices that are a possible match for your deposit transaction will appear. If the invoice you're looking for doesn't appear in the suggestion list, you can search a data range or customer name in the search area to find a match.
- Check the invoice(s) that makes up all or part of the deposit transaction, then click Save.
Note: If the deposit amount is more than the invoice balance, you must categorize the remaining dollar amount as an expense type by using the Categorize Transaction section.