When a client pays your invoice using the correct reference number, we auto-match the incoming payment to your invoice – so your books stay tidy.
Payments that arrive without a reference number go into your Uncategorised bookkeeping category, and will need to be manually matched to a payment.
Pro tip: Turn on notifications
Enable Holvi push notifications to get notified the instant an invoice is paid. We’ll confirm we’ve matched an incoming payment to your sent invoice.
How to manually match a payment to an invoice
If a payment arrives in your Holvi account without a reference number, it will end up in your Uncategorised bookkeeping category. When this happens, you’ll need to match the payment to an invoice manually. Here’s how:
- Log in at Holvi.com
- Go to Invoicing
- Click the invoice you want to match with a payment
- Scroll down to Payment matching
- Click Match
- You’ll see a list of uncategorised payments
- Match the invoice to the correct payment
Note: Spot an “overdue” invoice you know was paid?
If your client paid your invoice and its due date has passed but you still see it marked as overdue, that means their payment wasn’t auto-matched to your invoice.
If you can't find your payment but know it has arrived, check that it’s in the Uncategorised bookkeeping category. If it got reassigned to a different category, you’ll need to first move it to Uncategorised before matching it to an invoice.
Can I match multiple payments to one invoice?
Yes! If your client paid an invoice with multiple payments but forgot to include the reference number you can match them all to your invoice. Just follow the same matching process as above.
Can I match multiple invoices to one payment?
Sorry, no. It’s not possible to match multiple invoices to a single payment. Every invoice must be paid with a separate payment.
Need to unmatch a payment from an invoice? Find out how.