Every payment that comes in belongs to an invoice. With the bank link, Catermonkey reads your transactions and finds the invoice each payment settles. When the invoice number is in the description, the invoice is marked paid straight away. For the rest you get a suggestion you book with one click.

The link runs through Ponto (Isabel Group), a licensed payment institution that works with almost every bank in Europe. You log in at your own bank. Catermonkey sees your accounts, balances and transactions, never your login details.

Open Invoices, click Tools and choose Bank and reconciliation. You can also open the Ponto tile under Settings > Links & Integrations.

Click Link bank. You go to Ponto, choose your bank, log in there and tick the accounts you want to link. You then land back on the bank page on your own. Your accounts are at the top, with their balance and when they were last refreshed.

Catermonkey fetches new transactions every half hour. To skip the wait, click Refresh now.

For every incoming payment, Catermonkey looks for the open invoice it belongs to. When the invoice number is in the description and the amount fits, the payment is booked automatically. You then see a green tick with the invoice, the amount and automatic. A deposit is recognised the same way: the invoice records the payment and stays open for the rest.

A booked payment appears on the invoice under Registered payments, just like a payment you enter by hand. When that pays the invoice in full, the invoice is marked paid.

When Catermonkey cannot be sure, for instance because only the amount fits, the transaction shows a Match with Invoice … button. If the suggestion is right, click it and the payment is booked.

No suggestion, or the wrong one? Click Choose… and look up the invoice. The customer's own open invoices are listed first. You can also spread one payment over several invoices: enter how much of this transfer goes to each. If a small difference of up to €1 is left, you can book it as Rounding difference or Bank costs.

Many suggestions at once? Tick the transactions and click Book … suggestions.

Not everything on your account is a customer paying you: bank costs, taxes, a transfer to your savings account. Click Not applicable on such a transaction and choose the reason: Private, Own transfer, Salary, Taxes, Bank costs or Other.

Leave Always, for … ticked and Catermonkey remembers the counterparty. The next transaction from the same party in the same direction is then marked the same way on its own, with rule next to it. What you have remembered is listed under Remembered counterparties, where you can also remove a rule.

I matched a payment to the wrong invoice. How do I undo it?

Click the arrow next to the booked invoice on the bank page, or the arrow next to the bank payment under Registered payments on the invoice. The payment comes off the invoice, the invoice status goes back and the transaction is open again.

Will Catermonkey match a payment again after I undid it?

No. What you undo yourself stays open until you decide what to do with it.

What if two invoices have the same amount?

Then Catermonkey books nothing automatically. You get a suggestion and choose the right invoice yourself.

Can I link a payment from the invoice instead?

Yes. Open the invoice and click Find bank transaction under Registered payments. You see the open transactions that could belong to it.

I have several accounts, one per brand for example. Does that work?

Yes. Link them all in one go at Ponto. On the bank page you then pick one account, or see them all together.

Can Catermonkey take money from my account?

No. Catermonkey reads your transactions and sends no payments.

How do I stop the link?

Click Unlink on the bank page. Catermonkey then stops fetching transactions and the add-on ends. Everything you matched stays on your invoices.