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Automatic Matching of Your Invoice Payments
Automatic Matching of Your Invoice Payments

We can automatically match payments into your account with your invoice

Updated over a week ago

You've created an invoice, sent it to your client and you're just waiting for it to be paid?

Instead of having to chase your clients to see if you have received the money, we can now mark your invoice as paid for you automatically.

Simply ask your client to use the invoice number in the payment reference and we will automatically match the payment to the invoice you created in Coconut. When issuing an invoice through your Coconut app, you'll see that your clients are advised to use a specific reference when paying - This correlates to the invoice number generated:

When a payment reaches your connected account that matches the exact invoice amount [E.g. £3,636.96] and has the correct payment reference [012] the app will automatically recognise this connection for you and automatically mark your pending invoice as paid.

This service is not available for:

  • Revolut

  • Nationwide

If your bank is listed here, it's because we currently do not receive data with sufficient quality from the banking institution to be able to offer this service for you. We're working on expanding this list and supporting all banks moving forward, so if you see your bank here then keep an eye on this page or reach out to our support team so that we can make a note to notify you when this is possible.

My Invoice hasn't been marked as paid

There are a couple of reasons why this may not automatically be marked as paid in-app:

  • The payment reference does not exactly match that stated in the invoice.

  • The payment amount differs from the invoice.

  • The payment has only just been processed, although the system is very swift please allow a few minutes for the payment to be applied.

  • You need to refresh your app by holding the screen & pulling it down.

How do I manually mark an invoice as paid?

This article contains all the information you need if you want to know how to manually mark an invoice as paid.

Read more:

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