If you have received a payment for a sale or if you have made a payment for a purchase through your bank account, you can apply this amount to the corresponding sale/purchase you have already created in Saasu. For an example, you have received $200 for a sales invoice you issued last week. In order to apply this as a payment for the sales invoice;

• Import the bank statement into Saasu first.
• Select ‘A payment applied to Sales’ from the pick list as the type of transaction you want to create.
• Select the contact the particular sale belongs to from the contact pick list if you can recall him/her or leave as ‘All Contacts’.
• Tick the check box at the beginning of the particular transaction in the imported bank statement, which has the payment amount you received.
• Click on the ‘Categorize Selected’ button.
• You will then be taken to the list of sales invoices with pending payments for the particular contact or for all contacts.
• Locate the invoice from the list which the payment is for and enter the amount ($200).
• Click on ‘Save’.

You can follow the same steps above in order to apply payment for a purchase invoice. Select ‘A payment applied to purchase’ as the transaction type for this scenario.