The app automatically matches your payments to invoices when the payment reference includes the invoice number and the amount is an exact match. If these details don't align—perhaps because a customer paid a different amount or a payment processor deducted a fee, you can manually match the transaction to ensure your bookkeeping stays accurate and your invoice is marked as paid.
How to match a payment manually
If a transaction hasn't been linked automatically, you can easily link it yourself in the app:
Locate the payment in your transaction list and tap on it.
Tap Match.
Tap Find to search for and select the relevant invoice.
Handling payment processor fees
The most common reason for a mismatch is when you receive money via a third-party processor like Stripe. These services often deduct a fee before the funds reach your account.
For example, if you send an invoice for £100 but receive £97 after fees, the app won't match them automatically because the totals are different. In these cases, following the manual steps above allows you to link the payment to the original invoice so your records remain clear. ✅