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How to Access Unmatched Payments on Bizpayo
How to Access Unmatched Payments on Bizpayo
Paul @BizPayO avatar
Written by Paul @BizPayO
Updated over a week ago

There are times where your clients pay you using different email addresses or may sometimes mistype their name. Matching their payments to the correct record ensures that your data is accurate.

1 Login to your BizPayO Account

2 Click "Payments"

3 Click "Unmatched Payments"

4 You can filter the dates at the top if you need to see the history of payments

5 To associate the transaction to a specific BizPayO Customer record, click the "+" icon.

6 Click the dropdown and locate the customer record you want to match the payment to

7 Once you've selected it, click Submit

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