When a customer pays your invoice, the payment is usually matched automatically based on the reference number. However, sometimes the matching can go wrong — for example, if the wrong reference number is used, or the payment is manually matched by mistake.
In Holvi, you can easily unmatch a payment from an invoice. This helps keep your bookkeeping accurate and up to date.
How to unmatch a payment:
Log in to Holvi.
Go to Invoicing from the main menu.
Open the invoice from which you want to remove a payment.
Scroll down to the Payment matching section.
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📱 In the app: Swipe left on the payment you wish to unmatch.
💻 In your browser: Click Unmatch next to the payment you want to remove.
Once unmatched, the payment will become Uncategorised. You can then match it to the correct invoice, or process it differently as needed.
When should you unmatch a payment?
• Incorrect match – The payment was matched to the wrong invoice.
• Overpayment – You need to split the payment between multiple invoices or refund a portion.
• Credit note – Any matched payments must be unmatched before you can issue a credit note for an invoice.