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Match from an invoice

Invoices issued in the menu. Start from an invoice when you know it was paid and want to find the payment.

Quick match

Select on the line of the invoice. The icon shows when the invoice still has an Amount due and is not Cancelled.

The Match invoice FAC-2026-019 window for Kappa Retail, with remaining 280,00 / 480,00 EUR, a Search for a transaction or credit note box, the hint 15 payment(s) are for another counterparty with a Show other counterparties button, and two transactions from KAPPA RETAIL, TRX-F26A90CE of +455,78 EUR and TRX-07369D7D of +722,02 EUR, each with the badges Possible, Paid by the customer and an amount over. The Match (0) button stays disabled until a line is selected
  1. The window shows what is left to pay, out of the total: here 280,00 / 480,00 EUR.
  2. It lists the payments of this customer that are not fully used yet, best first. When Invunion is confident about the first one, it is already ticked.
  3. Select one or more lines. For each one, Allocated is filled in: the smaller of what the invoice still asks and what is left on the payment. You can change it.
  4. Select Match (1). The number says how many lines you picked.

Each line has badges to help you choose: the level, such as Possible, who paid, such as Paid by the customer, and how the amount fits, such as Exact, 175,78 over or 50,00 short. See Quick match for each badge.

Can’t find the payment?

  • Search for a transaction or credit note… looks in the transaction code, the description, the references, the remittance information and the sender name. Type an amount, such as 280, to find a payment of exactly that amount.
  • Show other counterparties adds the payments of other customers, for example when a parent company paid.
  • Show out-of-scope payments adds the lines Invunion does not try to match. See Scope.

Apply a credit note

The same window lists the open credit notes of the customer. Select one, then Match: the credit note lowers the Amount due of the invoice, without any money.

The invoice then shows Credit applied. It becomes Paid only with money received. See Paid means paid in cash.

From the edit panel

Select on the line of the invoice. On the right, under Linked transactions:

  • Add a transaction… picks a payment to match.
  • Allocated amount shows the part of each payment that goes to this invoice. You can change it.
  • Apply a credit note…, under Credit notes, uses a credit note.

Nothing is saved until you select Save. See Summary and relationships.

From the Counterparty overview

On the page of a customer, the Invoices table has a Matching column. A line with No match has a Match button: it opens the same window as Quick match. See Overview page.

Match a credit note

A credit note can be settled two ways:

  • Applied to an invoice: it lowers what the customer owes. Use Apply to an invoice… in its edit panel.
  • Refunded: you send the money back. Match the credit note to that money sent, with Quick match.

Only money sent is offered for a credit note. Money received is offered for an invoice.

Example: an invoice paid in two parts

You send invoice FAC-2026-019 to Kappa Retail, for 480,00 €.

StepStatusAmount dueSettledRecovery
The invoice is createdUnpaid480,000,000%
You match a payment of 200,00Partially paid280,00200,0042%
The due date passes, 3 days agoPartially paid Overdue · 3 days280,00200,0042%
You match a payment of 280,00Paid0,00480,00100%

Invunion changes the status for you each time. Once the invoice is Paid, it is never overdue, and Quick match no longer shows on its line.

Both payments now show under Linked transactions, with 200,00 and 280,00 as allocated amounts.

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