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How do I process transactions in WeFact?

If you're using Payt's matching service, most transactions are matched automatically. If a payment could not be matched by us, you can do this manually.

Last updated: April 3, 2025

You can choose to connect your bank account number to your WeFact account. This way, all transactions arrive directly in WeFact. If you use Payt's matching services, these transactions are processed several times a week.

Sometimes a transaction cannot be matched to an invoice. This is usually due to an unclear description of the payment. For example, if there is no invoice number or an incorrect invoice number in the description, the payment cannot be matched.

How do I find a payment that has not yet been processed?

If there are open transactions, you can find them in WeFact.

  1. Open your WeFact account
  2. Select 'Bank' > 'Transactions'
    wefact_bank_transactions

How do I process transactions that have not yet been matched?

You can choose how to process each transaction individually.

  • You can match the transaction to an (outstanding) invoice
  • You can ignore the transaction if it does not match an (outstanding) invoice

How do I match a transaction to an (outstanding) invoice?

  1. Select the blue number to the left of the transaction.wefact_transactions_select
  2. On the next screen, you will usually see suggestions of invoices that might belong to this transaction.
    1. Is the correct suggestion shown here? Then select the green '+' symbol and choose 'Match & process' to link the payment to the invoice. The balance of the invoice will be updated automatically.
    2. Is there no (correct) suggestion here? Then use the search bar to find the right invoice, for example by searching by invoice number or patient name. Sometimes payments from insurers do not quite match an invoice amount. This is because insurers settle this themselves with corrections and credits.

Note:

  • Is the payment related to a credit case? Then link the payment to the underlying invoice in WeFact. If the collection and interest costs have also been paid, you can choose 'Ignore the difference' and register these costs in Payt.
  • Is the payment related to a payment plan? Then link the payment to an invoice that is part of the payment plan.

What are ignored transactions and how do I process them?

Some transactions do not need to be connected to an invoice, for example online (iDEAL) payments that are paid out to you in a batch, because they are already linked to the invoice in Payt.

Sometimes it can happen that a transaction that did need to be matched, was ignored. This doesn't happen often, but you can filter for ignored transactions once a month in the 'Archive' section in WeFact to make sure you don't overlook any payments.