To ensure auto-reconciliation is successful, the payee must meet certain conditions.
Our system will auto-match and mark your invoice or payment link as paid if the transfer is received in your relevant account, with the following conditions:
The Payee placed the invoice or payment link reference number (e.g. PL-0007) on the transfer reference field and
The Payee transferred the exact amount shown on the Invoice or Payment Link.
Note: We have also highlighted this on the Invoice or Payment Link Portal to remind your customers to place the reference number on their transfer:
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