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Match a wire transfer to your trip, quote, or invoice without a payment request
If you did not use a Paynode payment requests to collect a wire transfer, you can still match the transaction directly to a trip, or a quote/invoice related to a trip. Here’s how:
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On the Transactions page in Paynode, select the transaction you want to match.
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Select “Manually Match Funds” and then select trip, quote, or invoice as the record type you want to match the transaction with.
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Copy the trip reference, quote number, or invoice number as the reference. Paste it into the record ID field.
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Confirm the match. Now you’re done! 🎉
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You will now see the reference to your trip/quote/invoice on the transaction.
1. Select “Manually Match Funds” to get started.
2. Select the type of record you want to match your transaction with. In this case, we are selecting a Schedaero quote.
3. Paste in the reference to the record. In this case, the Schedaero quote number. Save the match.
4. The transaction is now matched with the quote reference. Please note: this will only be visible on the transaction, not the quote.
Please note these limitations in matching transactions to trips without going through a payment request:
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The reference to the trip/quote/invoice will be visible on the transaction, but no reference to the transaction will be visible on the trip/quote/invoice.
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This does not update any payment status on the trip/quote/invoice.
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This does not trigger any payment notifications for the trip/quote/invoice.
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No further information about the trip/quote/invoice will be displayed on the matched transaction, such as customer or itinerary.
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Paynode will not be able to check for active holds related to the trip.
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