Payment matching in e-conomic
Why payments aren't automatically matched to invoices
Proper doesn't automatically match payments to specific invoices in e-conomic for several important reasons:
Timing issues
- Payments before invoices: Customers may pay before the invoice is created in e-conomic (e.g. recurring subscription invoices)
- Multiple payments: One invoice might be paid in multiple installments
- Overpayments: Customers may pay more than the invoice amount
Technical limitations
- Unknown invoice numbers: When payments are received, we don't know the final invoice number that will be generated in e-conomic
- Complex reconciliation: Automatic matching could create incorrect accounting entries
Recommended approach: Use e-conomic's automatic reconciliation
Instead of automatic matching, we recommend using e-conomic's built-in automatic reconciliation feature:
How it works
- Proper creates invoices in e-conomic with the correct customer and amount
- Payments are recorded as separate entries in e-conomic
- Use e-conomic's automatic reconciliation to match payments to invoices
Setting up automatic reconciliation
Follow e-conomic's guide for automatic reconciliation (opens in a new tab) to:
- Automatically match payments to invoices based on customer and amount
- Handle partial payments and overpayments correctly
- Maintain accurate accounting records
This approach gives you full control over the reconciliation process while ensuring accurate financial records.