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Matching
A match links a payment to the invoice it pays. That is how an invoice becomes paid in Invunion.
Each match has an allocated amount: the part of the payment that goes to this invoice. So one payment can pay several invoices, and one invoice can be paid by several payments.
Automatic or by hand
Invunion matches by itself each time new transactions or invoices arrive. It gives every possible pair a level:
| Level | What happens |
|---|---|
| Certain | The bank line cites the invoice. Invunion confirms the match. |
| Strong | The exact amount comes from the right payer. Invunion confirms the match when no other invoice competes. |
| Possible | Worth a look. The pair waits in the Match inbox for you. |
How the levels are chosen, and how to tune them, is explained in Match levels.
What Invunion does not match by itself, you match by hand. The rest of this section shows how.
The rules every match follows
Invunion checks these rules for every match, automatic or by hand:
- Money received pays an invoice. Money you send pays back a credit note: it is a refund.
- Same currency. A payment in another currency can be matched only when Currency conversion is on.
- The invoice is still open. A Paid or Cancelled invoice cannot be matched.
- The amounts fit. The allocated amount is never more than the Amount due of the invoice, nor more than the Remaining amount of the transaction.
- The transaction is not ignored. An Ignored line must be included again first. See Status and scope.
- Both have a counterparty. If the invoice or the transaction has none, Invunion opens the edit panel so you can pick one.
When a rule is not met, the invoice or the payment is simply not offered, or Invunion shows why it cannot save.
Where you can match
| Where | Start from | How |
|---|---|---|
| Match inbox | Clear unmatched on the Dashboard | Confirm the pairs Invunion suggests, one at a time. See Dashboard metrics. |
| Invoices issued | An invoice | Quick match, or Linked transactions in the edit panel. See Match from an invoice. |
| Transactions | A transaction | Quick match, or Linked invoices in the edit panel. See Match from a transaction. |
| Counterparty overview | An invoice or a transaction of one customer | Match on a line with No match, Edit Match on a matched line. See Overview page. |
All of them create the same match. A match made in one place shows everywhere.
To match by hand, you need Manage on Matching. See Members.
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