Reconcile Invoice

Reconciliation in DreamzFSM is the quick way to confirm that the money recorded on your invoices matches the money that actually hit your books (cash, bank deposits, card settlements). It ties each invoice’s paid/remaining amounts to real transactions and then marks the invoice as Reconciled so finance and ops stay in sync. 

Here is a reference video:

Follow these steps:

1. From the menu click on Finances and then click on Invoices.

2. On the invoice listing page, on the top right you will find the Reconcile Invoice button.

3. Select the invoices that you want to reconcile and then click on the button. You will see that the selected invoices have been reconciled. Once an invoice is reconciled the row turns yellow.