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Assigning multiple transactions to one Trip
Has your customer split their payment for a trip over two or more wire transfers? You can match any number of transactions to the same payment request and trip, to make sure all transactions are accounted for and there is transparency in how the trip was paid for.
Let’s first look at a scenario where your customer sends you two or more wire transfers to pay the same payment request.
When you open the first transaction in Paynode, you might not get any relevant suggestions of matching payment requests. The suggestions look at the amount requested in each payment request and compares that with the amount of the transaction you received. So, here’s what you do:
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Go to the Incoming Payments page.
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Locate the payment request you want to match the transactions to.
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Copy the ID of that payment request, and return to your transaction.
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Select “Manually Match Funds” and then select payment request as the record type.
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Paste in the payment request ID as the reference.
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Confirm the match. The matched funds will now be linked to the payment request you selected.
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Move on to the next transaction.
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If the amount of this transaction matches the outstanding amount on the payment request, it will now appear as a suggested match that you can confirm with a single click.
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Otherwise, repeat steps 4-6 to manually match the transaction.
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If any transactions remain to be matched to your payment request, repeat step 7.
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When your last transaction is matched to the payment request, you’re done! 🎉
Next, let’s look at a different scenario. If you have sent out two or more payment requests for the same trip (e.g. one for the flight cost and one for post-flight charges) and receive one transaction for each, here’s what you do:
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For the first transaction, Paynode will compare against open payment requests for similar amounts. Confirm the correct match, and the paid amount and payment status will update for that payment request.
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Repeat for each other transaction belonging to a payment request on the same trip.
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When all transactions are matched to their respective payment requests, you will be able to see the updated statuses of those payment requests on your trip. Now you’re done! 🎉
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