When a customer pays an invoice via bank transfer, Twikey tries to automatically match the payment to the correct invoice. This works when the transfer contains the exact amount and the correct structured communication (OGM).
However, customers sometimes wire the wrong amount or use the wrong communication reference. In those cases, Twikey cannot match the payment automatically. The matching overview gives you a central place to manually match these unmatched transfers to the correct invoices.
By default the Draft filter is active, showing all payments that have not yet been matched. Set the filter to Everything to see all transfers, including already matched ones. Matched transfers display the linked invoice(s) to the right.
When a payment is matched to an invoice in Twikey, it is excluded from reconciliation files to prevent double-counting in your bookkeeping software.
To correctly reconcile matched payments: