An invoice is termed as Unmatched when Wise-Pay doesn't know how to take payment for the automatically scheduled transaction. This is one of the most common problems faced by Merchant Administrators. Wise-Pay intelligently detects unmatched automatic payments and displays a notification on the dashboard with a link to view them.An automatic payment may not be matched against a payer due to a number of reasons:
Error
How can this happen?
The ConnectWise Invoice is using Billing Terms that have been set up in Wise-Pay for Auto-Payments, however Wise-Pay doesn't have a Payer with that name.
Solution
Click on 'View' to see full details of the error message:
Create a Payer in 'Payer Admin'
Refer: Add a PayerAdd Payment Details
Add Auto-Payment terms
Refer: Managing Auto-PaymentsGo back to the 'Fix Unmatched Auto-Payments' screen
Click 'Actions'
Click 'Match' this will match the records and remove the error.
Important:
If you do not want to schedule the payment for Auto-Payments you can: Click: 'Actions' then 'Delete
Error
How can this happen?
The Payer has been set up in Wise-Pay but with no Auto-Payment Terms
Solution
Click on 'View' to see full details of the error message:
Click 'Payer Admin' and find the name of the Payer
Add Auto-Payment term
Refer: Manage Auto-PaymentsGo back to the 'Fix Unmatched Auto-Payments' screen
Click 'Actions'
Click 'Match' this will match the records and remove the error.
Important
If you do not want to schedule the payment for Auto-Payments you can: Click: 'Actions' then 'Delete'
Error
How can this happen?
There is an Auto-Payment term set for the Payer but invoice was processed with a different billing term.
Solution
Click on 'View' to see full details of the error message:
Click 'Payer Admin' and find the name of the payer
Update the Auto-Payment term
Refer: Manage Auto-PaymentsGo back to the 'Fix Unmatched Auto-Payments' screen
Click 'Actions'
Click 'Match' this will match the records and remove the error.
Important
If you do not want to schedule the payment for Auto-Payments you can: Click: 'Actions' then 'Delete'
Error
How can this happen?
There is an Auto-Payment term set for the Payer but the Payer Company name in Wise-Pay is incorrect.
Solution
Click on 'View' to see full details of the error message:
Click 'Payer Admin' and find the name of the payer
Update the Payer Company Name and match it with the Company Name on the invoice
Go back to the 'Fix Unmatched Auto-Payments' screen
Click 'Actions'
Click 'Match' this will match the records and remove the error.
Important
If you do not want to schedule the payment for Auto-Payments you can: Click: 'Actions' then 'Delete'
Important:
After the payer has been matched, the payment should be reset and requeued.