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. INV-001) 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:
Questions? Chat with us by clicking on the messenger icon at the bottom right of the screen once you are logged in.