An invoice is termed as Unmatched when Wise-Pay doesn't know how to take payment for the automatically scheduled transaction. This is one of the most common problems faced by Merchant Administrators. Wise-Pay intelligently detects unmatched automatic payments and displays a notification on the dashboard with a link to view them.An automatic payment may not be matched against a payer due to a number of reasons:

Couldn't Find a Payer

Error

How can this happen?

The ConnectWise Invoice is using Billing Terms that have been set up in Wise-Pay for Auto-Payments, however Wise-Pay doesn't have a Payer with that name.

Solution

  1.  Click on 'View' to see full details of the error message:  

  2.  Create a Payer in 'Payer Admin'
    Refer: Add a Payer

  3.  Add Payment Details

  4.  Add Auto-Payment terms
    Refer: Managing Auto-Payments

  5.  Go back to the 'Fix Unmatched Auto-Payments' screen

  6.  Click 'Actions'

  7. Click 'Match' this will match the records and remove the error.

Important:

If you do not want to schedule the payment for Auto-Payments you can: Click: 'Actions' then 'Delete

No Auto-Payment Terms

Error

How can this happen?

The Payer has been set up in Wise-Pay but with no Auto-Payment Terms

Solution

  1.  Click on 'View' to see full details of the error message:  

  2.  Click 'Payer Admin' and find the name of the Payer

  3.  Add Auto-Payment term
    Refer: Manage Auto-Payments

  4.  Go back to the 'Fix Unmatched Auto-Payments' screen

  5.  Click 'Actions'

  6. Click 'Match' this will match the records and remove the error.

Important

If you do not want to schedule the payment for Auto-Payments you can: Click: 'Actions' then 'Delete'

Incorrect Auto-Payment Terms

Error

How can this happen?

There is an Auto-Payment term set for the Payer but invoice was processed with a different billing term.

Solution

  1.  Click on 'View' to see full details of the error message:  

  2.  Click 'Payer Admin' and find the name of the payer

  3.  Update the Auto-Payment term
    Refer: Manage Auto-Payments

  4.  Go back to the 'Fix Unmatched Auto-Payments' screen

  5.  Click 'Actions'

  6. Click 'Match' this will match the records and remove the error.

Important

If you do not want to schedule the payment for Auto-Payments you can: Click: 'Actions' then 'Delete'

Incorrect Payer Company Name

Error

How can this happen?

There is an Auto-Payment term set for the Payer but the Payer Company name in Wise-Pay is incorrect.

Solution

  1.  Click on 'View' to see full details of the error message:  

  2.  Click 'Payer Admin' and find the name of the payer

  3.  Update the Payer Company Name and match it with the Company Name on the invoice

  4.  Go back to the 'Fix Unmatched Auto-Payments' screen

  5.  Click 'Actions'

  6. Click 'Match' this will match the records and remove the error.

Important

If you do not want to schedule the payment for Auto-Payments you can: Click: 'Actions' then 'Delete'

Important:

After the payer has been matched, the payment should be reset and requeued.