How to Assign Invoices to Reconciled Transactions in COUNT
Sometimes you may need to link an invoice to a transaction that has already been reconciled. COUNT makes this easy — you can update reconciled transactions safely while keeping your books accurate.
How to Assign an Invoice to a Reconciled Transaction
A step wise process is shared below:
- Open the transaction
Go to the Transactions tab and click on the transaction you want to link an invoice to.
- Use Admin Override
In the transaction flyout that appears on the right, click “Admin Override: Change Transaction.”
Note:This option is only available to users with Owner, Admin, or Accountant roles.
- Confirm the override
A pop-up will appear — click Yes to confirm.
- Open the category field
Click the Category field within the transaction flyout.
- Select the Invoice Payment tab
In the pop-up that appears, select the Invoice Payment tab.
- Choose the invoice(s)
From the list of available invoices, check the box for the invoice or invoices you want to assign.
- Apply the payment
Click Apply Payment to Invoice. This will keep your transaction reconciled and apply the payment to the selected invoice(s).
And that’s all there is to it — your reconciled transaction now correctly reflects the invoice payment. If you need help, don’t hesitate to reach out to our support team.
Updated on: 04/07/2025
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