Manual matching
You can match payments to invoices manually, this will mark the invoice as paid.
To manually match invoices:
- Click on the transfer to match
- On the matching modal search for your customer or invoice
- Customer: Search by customer number or email address
- Invoice: Search by invoice number or UUID
- The booked invoice(s) are now displayed
Use the Add icon to select one or multiple invoices to match.
The total amount of the selected invoice(s) must be the exact same amount as the wired transfer to be able to match.
Multiple invoices can be matched to one wire transfer, you can not match one invoice to multiple wire transfers.
After adding the invoice(s) you can see the total amount selected at the bottom of the modal
Remove a selected invoice using the remove icon next to the invoice.
To match the selected invoices click on
Last Update: 2025-08-13