Matching a New Invoice/Bill

If there are no matching invoices/bills in the list of possible matches, you can always create one that does match the transaction. To begin, select New Payment.

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Selecting "New Payment" to begin creating a new bill.

Select a contact from the dropdown menu.

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This menu contains all of the contacts you have added to KITT.

If you don't have the person or entity in your contacts you can create a new contact at the same time as the invoice/bill by clicking New Contact.

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New contact "Glen Hammer" will be created as well as the new bill.

Select the appropriate income/expense account from the dropdown menu. See creating a new account if you can't find the account you want here.

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This example bill is for property maintenance.

Add a payment description and select Create to generate the invoice/bill.

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As you can see, this new bill has been sent to me by a new contact, "Glen Hammer", for "sweeping the garage" at one of my properties. He has billed me for $10 and I have assigned the expense to my "Repairs and Maintenance" expense account.

You should now be back at the reconcile screen with the new invoice/bill in the list of possible matches. Select Match to finish reconciling.

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The new bill ready to be matched.

See Reconciling Transactions for other types of transaction matching.