⇄ Applicable to: invoicing, consolidation, banking, payments, finance

  1. Navigate to the invoice you wish to consolidate via Invoices > Purchase or Sales.
  2. Select the invoice or via and click on Consolidate.
  3. Choose the applicable payment method and adjust the payment date if necessary.
  4. Enter the amount you wish to consolidate from this invoice.
    - or -
    Choose Bank transfer as the method and select one or more bank transactions to be consolidated. Please note that bank transactions are only available if there is a bank account linked to your account through Ponto.
  5. Add a note if you wish and click on Confirm.