Match card payments to invoices on statements, receipts and deposits

When a customer pays an invoice by card, the payment now carries the invoice number and your business name. This makes it easier to match a charge, a receipt or a bank deposit back to a single invoice.

Before you start

Card payments must be set up for your account.

Steps

1. Send an invoice with a payment link as usual.
2. When the customer pays by card, check the payment details in your payment account. They show the invoice number and your business name.
3. When a deposit reaches your bank, use the invoice numbers on its payments to see which invoices it covers.

Result / verify

Each card payment shows the invoice number and your business name. Your customer's card statement can be tied to the invoice. Repeat payments from the same customer show up as that customer, not as an unknown payer.