If you're using our matching services most of the transactions are automatically matched. In some cases it's not clear what invoice the transaction should be matched to causing it to stay unmatched.
Matching transactions in WeFact
WeFact is linked to a bank account number and shows all the transactions of this bank account. Our matching service usually processes these transactions a few times a week. Sometimes the description of the transaction isn't clear enough for our matching service to match it to the right invoice, causing the transaction to stay unmatched. Usually this is caused by a typo in the invoice number or a wrong number in the description. If there is no clear description we can't match it to the right transaction. These transactions will stay in the 'Bank' tab under 'Transactions'.
You match or ignore these transactions as needed. To match the transaction you first click on the blue number on the left side.
In the following screen you could match the transaction to an invoice. It might show suggested matches already. If there are suggested matches you could use the green '+' symbol to select the right invoice and match it with the 'Match & process' button. If there are no suggested matches you could use the search bar to look for the right invoice by searching for the invoice number or the name of the patient.
Note: If the transaction is meant to pay a debt collection case it should be matched to the invoice of the case. If the payment includes debt collection and interest costs the difference can be ignored in WeFact.
Terms of a payment plan have to be matched to invoices that the payment plan was made for.
Ignored transactions
Some transactions don't have to be matched to any invoices, for example batch payments from PAY or Mollie. These transactions come from online payments that are already matched to the invoice in Payt and thus do not need to be matched in WeFact. Incidentally a transaction that should've been matched to an invoice gets ignored. This doesn't happen often but you could find the ignored transactions by going to the 'Archive' and filtering on ignored transactions to do a quick check.