Proper configuration of payment matching between the bank, payment gateway, and Fynode is fundamental for automating accounting and dispatch. Matching rules determine which data the received payment will be linked to a specific order or invoice.
- In Fynode, go to the Bank section → click the settings icon in the top right corner.
¶ Main matching fields:
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Variable symbol (VS)
- The most reliable method for matching.
- If VS is present in the statement, the system first searches for an order/invoice based on this data.
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Invoice number
- Suitable if you send the invoice number directly to customers and VS is not available.
- The system matches payments based on an exact match of the invoice number in the note or VS of the payment.
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Order number
- An option for secondary matching, especially if the customer provides the order number as a reference.
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Other field/reference (Payment ID, description, note)
- Can be added in special cases or with specific gateways (e.g., Stripe, GoPay, Besteron, Mollie).
- In the settings, it is recommended to define the order in which Fynode searches for a match:
- Variable symbol (most common)
- Invoice number
- Order number
- Other specific field (manual or API)
- If a payment contains multiple identifiers, the system will choose the first one for which it finds a unique match.
¶ 4. Specifics for banks and payment gateways
- For multiple payment gateways or banks, it is recommended to set up matching individually based on what identifier is sent in the transaction/notification email.
- For example, Stripe, Mollie, or GoPay allow selecting whether the reference field will be the order number or the order ID from the eshop – it is recommended to set this directly in the gateway's configuration.
¶ 5. Handling duplicate or ambiguous matches
- If multiple payments with the same data appear in the statement (e.g., twice the same variable symbol), the system will warn about ambiguity.
- Such payments need to be processed manually or matching settings adjusted (e.g., add a secondary criterion).
- Regularly check matching logs and errors in the payment overview.
- When issuing invoices/orders to customers, always send precise instructions—what to include as VS or notes for the payment.
- If you sell across multiple countries/currency markets, verify regional specifics of matching with the respective banks.
- For marketplace sales, set matching based on unique data for each store/country.
- After adjusting matching rules, it is recommended to:
- perform a test payment with different reference settings,
- verify correct matching in the payment list,
- adjust the order/type of matching based on results and actual client data.
Configured matching rules form the basis of a reliable and error-free flow of finances across your eshop, invoicing, and inventory systems. Regularly test and adjust them according to the changing portfolio of banks and payment gateways.