Bank statement matching
Pro feature. Included in the 14-day trial for new accounts. See Free and Pro.
- In your net banking, open the account statement, choose the dates, and download it as CSV. If your bank only offers Excel, open it and use Save as CSV.
- In EasyInvoices, go to More → Match bank payments (or the link under Needs you).
- Choose the file (or paste the statement) and press Match payments.
What gets matched
- Confirmed automatically: a credit whose UTR and amount equal a UPI payment a client reported. The invoice is marked paid and the client gets a receipt.
- Check these: a credit whose amount equals exactly one unpaid invoice. Press Mark paid to record it. It's never applied without you, because two payments can have the same amount.
Uploading the same statement again is safe: credits already matched are skipped. Debits are ignored, and only the credits are read.
Statements from most Indian banks work (HDFC, ICICI, SBI, Axis, Kotak and others). If yours isn't read, email [email protected] with the column headings.
Related
- Free and Pro plans
- Client statements and Pay all
- WhatsApp alerts
- Quick bill: type a sentence, get an invoice
Still stuck? Email [email protected] and a person will reply.
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