Manually matching a Billable on a reference/remittance payment

To find and enter the details needed to Match the Billable ID, make a note of the Service Date and Service Code, then click on the Client's Name.

Once on the Client's Details, go to their Billing Tab. Find the corresponding invoice line and click View.

On the next page Copy the Billable ID at the end of the top line eg 1996

Then go back to the Reference and click on Match

Paste the Billable ID (eg.1996 ) into the top Billable Box, wait a couple of seconds for the Billable details to appear. Click on the information to populate those details into the box. As you scroll down to the bottom of the page, check the details ( service code, date of service etc ) match what you have selected above before pressing Save at the bottom of the page.