Matching Cash Payments with Invoices and Bills
We have introduced new features in Puzzle that enable users to match cash payments (both incoming and outgoing) with Invoices/Customers and Bills/Vendors.
Manual Payment Matching
The Transactions page now allows users to manually match a payment to an invoice or bill when that item is selected.
New Payments Page
To support these enhancements, we have added new Invoice Payments and Bill Payments pages, located under the Revenue and Expenses sections respectively. These pages display available invoices or bills, depending on whether the cash payment is incoming or outgoing, allowing users to match payments efficiently. Once a payment is matched, the system automatically updates:
Accounts Receivable (AR) Aging / Accounts Payable (AP) Aging
Invoices/Bills pages, changing the status from Posted to Paid
Filtering by Customer/Vendor
If a customer/vendor is specified before matching a cash payment, the system will automatically filter the list to show only the relevant invoices or bills.
Handling Partial Payments and Overpayments
Matching a payment to an invoice or bill will reduce the outstanding balance until it reaches $0.
Multiple payments can be applied to a single invoice or bill.
Overpayments on bills can be allocated to a selected expense account.
For further assistance, please visit our Help Center or contact [email protected].