Register payments

Registering payments

When a customer pays an invoice, you need to record the payment in MATCHi. If you use an accounting integration (e.g. Fortnox), payment statuses are updated automatically. Otherwise, you register payments manually.

Manual payment registration

1. Go to Administration > Invoicing.
2. Find the invoice (use filters if needed).
3. Click on the invoice to open it.
4. Click Register payment.
5. Enter the payment date and amount.
6. Click Save.

When the total payments equal or exceed the invoice amount, the invoice status changes to Paid automatically.

Importing payments from bank file

If your bank provides a BG-Max file (Swedish bank giro) or similar payment file, you can import it to register payments in bulk:

1. Go to Administration > Invoicing.
2. Click Register payments.
3. Upload the file from your computer.
4. MATCHi matches payments to invoices using OCR numbers.
5. Review the results: matched invoices (success) and unmatched payments (error).
6. Click Confirm to register all matched payments.

Removing a payment

If a payment was registered incorrectly, open the invoice and click Remove payment. The invoice status is recalculated automatically (e.g. from Paid back to Not paid if there is an outstanding balance).