When you have activated the integration with Codabox, you can use it to read Coda files directly into Akti and reconcile your invoices this way. You will in fact have a tab "Payments" in the Invoicing module, with a second tab "Payments via Codabox" on this page.
When you open this tab, you will see the blue button "Link payments" at the top. This button is only visible if you have new Coda files that can be read in Akti.
So if this button isn't present, you don't have any new files that can be read in.
When you click on this button, all new files are read in and are now shown in the list. This list shows by default only the individual payments that couldn't or only partially be matched to an invoice. Invoices are in fact automatically reconciled if the customer pays with the structured message.
By clicking on at the end of the line, you can then manually reconcile unmatched payments with one or more invoices or you can "mark a payment as matched". By doing this, the payment will no longer be shown in the overview of payments to be matched.
In the pop-up that opens, you can now filter and search based on:
- The name of the customer in the search function.
- The number of the invoice in the search function.
- The outstanding amount on the payment.
- The used IBAN number.
When you've identified all the invoices that match the payment, you can check them off and then save the link. These invoices are now marked as paid and disappear from the list of "Not and partially matched" payments.