Matching transactions with invoices | Twikey

Utilize the Twikey integration to seamlessly link transactions with invoices. When invoices are matched, they are automatically marked as paid, providing clarity on which invoices are outstanding.

Utilize the Twikey integration, to connect incoming transactions with the corresponding invoices in Zapfloor. This integration streamlines the process of matching payments to invoices, allowing you to quickly identify which invoices have been paid and which are still outstanding.

Once an invoice is successfully matched with a transaction, it is automatically marked as paid, providing you with clear visibility of your financial records. This efficient workflow ensures that you can easily manage your invoicing and payment reconciliation process within Zapfloor, saving you time and reducing manual errors.

Go to Billing > Transactions

Here we have a list of the most recent transactions that came in in your bank account.

Now, the goal of this page is to match these transactions (incoming payments) to the invoices sent from Zapfloor. Once an invoice is matched, we can use the Set to paid function to check off the invoice, link it to the transaction and set it to paid.

Let's zoom in on these transactions:

An invoice that's been matched automatically

This transaction has been automatically matched by Zapfloor, after checking the IBAN, reference and amount. Only thing to do here is click Set to Paid and all automatically matched invoices are checked off.
If you are not sure about the match, you can review it by clicking on the 🔍
An invoice that is not matched yet

This inovice is not matched yet. We can match it ourselves, by clicking on the 🔍 :

In the detail screen, we can search through all open invoices on the left to select which invoice this tranasaction in related to:

Move the selected invoice from the left to the right column using the arrows.

Now click Save

Last step is to click Set to paid for the invoice you just matched:

NOTE: After matching, IBANs used by your customers will be stored away, to enable more automated matching next time you return to the Transaction page.
You can find the IBANs per customer in Customer > Settings > Bank Details.
A transaction that has nothing to do with your Zapfloor invoices

Incoming amounts that are not related to anything in your Zapfloor account can be deleted using the garbage can icon: