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Where to see matches
A match shows in several places. The lists show the result, the edit panels and the Counterparty overview show the detail, and the Audit log keeps the history.
On Invoices issued
The list shows how much of each invoice is paid:
| Column | What it shows |
|---|---|
| Settled | What is already settled, by payments and by credit notes. |
| Amount due | What is still to be paid. |
| Recovery | A bar from 0% to 100%. |
| Status | For example Partially paid or Paid. See Invoice status. |
| Paid | The date the invoice was fully paid. Empty while something is still due. |
To see only the invoices with nothing settled yet, set Status to Unmatched.
Open an invoice to see the detail. On the right of the edit panel:
- Summary: the Amount due, the Settled amount, the Credit applied and the Net cash.
- Linked transactions: each payment matched to the invoice, with its Allocated amount, and a badge that says who paid: Billed party, Third-party payer or Other payer.
- Credit notes: the credit notes applied to it.
On Transactions
The list shows how much of each payment is used:
| Column | What it shows |
|---|---|
| Status | For example Partially matched or Matched. See Status. |
| Remaining | The part of the payment not matched yet. |
| Allocated | The part already matched. Hidden by default: add it with Columns. |
Open a transaction to see the detail. On the right of the edit panel, Linked invoices lists each invoice and credit note this payment pays, with its Allocated amount.
On the Counterparty overview
On the page of a customer, the Matching column of the Invoices table says how many transactions pay each invoice, or No match.
Select the arrow at the start of a line to see the linked transactions:
Each linked transaction shows how the match was made: rule (by a rule), manual (by a person) or ai_auto (confirmed automatically from its match level). Edit Match opens the match to change or remove it. See Unmatch.
On the Dashboard
- Invoice matching and Transaction matching: how many invoices and payments are matched, partly matched or not matched, in the period.
- Match inbox: the pairs still waiting for you.
- Recent activity: the last Match confirmed events.
See Dashboard metrics.
In the Audit log
Developer > Integrations > Audit Log keeps every match and every removal: who did it (a person, a rule or Invunion), when, and what changed. A removal also shows its reason. See Audit log.
In your integrations
Webhooks tell your other systems when a match is created, suggested, confirmed, rejected or cancelled, and when the settlement of an invoice changes. The API gives the same information. These are for your technical team.
Example: one match, seen everywhere
The customer Kappa Retail pays 200,00 € on invoice FAC-2026-019 of 480,00 €. Once matched:
| Where | What you see |
|---|---|
| Invoices issued | FAC-2026-019: Settled 200,00, Amount due 280,00, Recovery 42%, Partially paid. |
| Transactions | The payment: Remaining 0,00, Matched. |
| Counterparty overview | Under FAC-2026-019, the payment of 200,00 as a linked transaction. |
| Dashboard | One more Partially matched invoice, and Match confirmed for FAC-2026-019 · Kappa Retail, 200,00 € in Recent activity. |
| Audit log | The match, with who made it and when. |
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