# Match a transaction to an invoice or expense

_Skileo Accounting › Bank · Who can do this: Business owner, Member_

Click Match as payment in a transaction's menu, pick the invoice, expense or income it pays, choose a new or an existing payment, and save. The document's paid amount is updated.

## Match from the transaction

1. Open “Bank” in the menu of “Accounting”, then “Transactions”.
2. Click the actions button (**⋮**) of an unmatched line, then “Match as payment”. The window “Record payment from transaction” opens.
3. On the left, Skileo lists the documents that could fit: for money in, your sales invoices and incomes; for money out, your purchase invoices and expenses. On the right, “Transaction details” shows the bank line.
4. Click the document the line pays. If it isn't listed, widen the filters (see below).
5. Under “Select or create new payment record”, choose the payment:
   - “Add New”: a new payment for the line's amount, by bank, on the line's date. It is chosen unless you change it;
   - “Existing”: a payment you already recorded on that document by hand. It is then linked to the bank line, without being recorded twice.
6. Click “Save”, then “Record!”

The line is now “Matched”. A new payment raises the document's paid amount, and the document is “Paid” or “Partially paid”.

## Find the document

Skileo starts with documents in the line's currency, dated from 30 days before to 5 days after the line, for an amount close to the line's. To find another one, change the filters above the list:

- “Search by document number”;
- “Contact” and “Category”;
- “Document from period”;
- “Currency”;
- “Amount from” and “Amount to”.

Void documents are never listed.

## The rules of a match

- **One line, one document.** A bank line pays one document. If one transfer paid two invoices, match it to one of them and record the other payment on the invoice.
- **Several lines, one document.** An invoice paid in several transfers takes one line each, until nothing is due.
- **Never more than what is due.** “A new payment records at most what the document still owes.” The rest of the line can't be matched to anything else.
- **Other currencies.** The line and the document can be in different currencies. Skileo converts at the rate of the line's date.

> **Note**
> “You won't be able to delete an invoice after recording a payment!” Undo the match first if you need to delete the document. See [Undo a match or delete a transaction](https://www.skileo.com/help/en/reset-or-delete-a-transaction).

## Match from the invoice

You can also start from the document:

- in “Sales invoices”, click “Match to transaction” in the invoice's menu;
- in “Purchase invoices”, click “Match to transaction” in the expense's menu.

The window “Match transaction to invoice” lists the bank lines that could fit, with filters, and a “Sync new transactions” button to fetch the latest. Pick the line and save. The same rules apply.


## Common questions

### Why can't I find Match as payment?

The line is already matched, or you need permission: “Bank” and “Invoicing”, both set to “Edit”. See [Who can see and change bank accounts and transactions](https://www.skileo.com/help/en/who-can-see-bank).

### There is no invoice for this line. What do I do?

Create the income or expense from the line. See [Create an income or expense from a transaction](https://www.skileo.com/help/en/create-a-record-from-a-transaction).

### Why is the payment smaller than the bank line?

The document owed less than the line's amount. The payment records only what was due.

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https://www.skileo.com/help/en/match-a-transaction-to-an-invoice · Updated: 2026-11-09