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PaulMuir's avatar
PaulMuir
Member
5 months ago
Solved

Matching payments to invoices

My client is having trouble matching a customer payment to an invoice because the amounts don't match up. This is as a result of a commission being taken by the merchant that handles the payments - A...
  • Princess_R's avatar
    5 months ago

    Hi PaulMuir,

     

    Your client’s seeing a mismatch because the payout that hits their bank is the invoice total minus the merchant fee. If online payments aren’t auto-matching, have them check a few things, especially their OIP settings. They can also manually match the payment by allocating the fee to the right category. For more on matching online payments, share this link with your customer. It walks them through all the checks to fix payments that aren’t auto-matching to invoices.

     

    Cheers,

    Princess

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