Match from a transaction

Transactions in the menu. Start from a transaction when money came in and you want to know which invoice it pays.

Quick match

Select on the line of the transaction. The icon shows when the line is To process, Unmatched or Partially matched, and something is left to match.

1. The window shows what is left to match, out of the total: here 460,00 / 460,00 EUR.
2. It lists the open invoices of the counterparty. Use Search for an invoice… to find one by its number.
3. Select one or more invoices. 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). Total allocated shows how much of the payment you used.

For money received, Invunion lists invoices. For money sent, it lists credit notes: the payment is then a refund.

One payment for several invoices

Tick each invoice the payment covers. The first ones take what they need, and the next one gets what is left. Total allocated can never go past what is left on the payment.

From the edit panel

Select on the line of the transaction. On the right, under Linked invoices:

• Add an invoice… picks an invoice to match.
• Allocated amount shows the part of the payment that goes to each invoice. You can change it.

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

From the Match inbox

The Match inbox shows the pairs Invunion suggests but did not confirm by itself, one at a time. Select Clear unmatched on the Dashboard, then Confirm match, Skip or Not a match. The inbox is explained in Dashboard metrics.

Example: one payment, two invoices

Alpha Industries sends 1 000,00 € for two invoices: invoice A for 600,00 and invoice B for 400,00.

Step	Transaction	Remaining	Invoice A (600,00)	Invoice B (400,00)
The payment arrives	To process	1 000,00	Unpaid	Unpaid
You match invoice A	Partially matched	400,00	Paid	Unpaid
You match invoice B	Matched	0,00	Paid	Paid

You can also tick both invoices in one go: the result is the same.

Example: a payment bigger than the invoice

Iota Services sends 490,11 €. Invunion suggests invoice FAC-2026-018, for 460,00 €, in the Match inbox. Allocate shows 460, because the invoice asks no more.

Step	Transaction	Remaining	Invoice FAC-2026-018	Amount due
Before	Unmatched	490,11	Unpaid	460,00
You select Confirm match	Partially matched	30,11	Paid	0,00

The 30,11 left can pay another invoice of the same customer. Until then, it counts in the Pending amount of Transaction matching on the Dashboard.

When no invoice is offered

Check, in this order:

1. The direction. Money received pays invoices, money sent pays back credit notes.
2. The counterparty. Only the invoices of the transaction’s counterparty are listed. Change it in the edit panel if it is wrong.
3. The currency. Without Currency conversion, the invoice must be in the currency of the payment.
4. The invoice. It must be open: not Paid and not Cancelled.
5. The status. An Ignored line cannot be matched. See Ignore or include a line.

Updated 15 October 2026 · View as Markdown