Used for matching a commission statement to a portion of the payment, usually due to not having received the balance yet.
Can also be used for matching a portion of the payment to a commission statement, however this is the less frequent use.
How to create a partial match
Step 1: normally create a match
Step 2: now you will notice a difference, due to the balance not received yet
Step 3: Click on the arrow expand accepting options
Step 4: you will be prompted for a reason for the difference.
Step 5: notice how the statusses have changed
How to edit the partial match
To edit the partial match, either to view which commission statements have been partially matched or to add another commission statement to the match.
Method 1
Step 1: navigate to the "Matched" tab to find your partial match
Step 2: click the pencil to edit the partial match, which will take you to the match in the "Match" tab
Here we find:
the initial partial match, with the corresponding transaction and commission statement
candidates for this provider, should you wish to add more items to this (partial) match
Step 3: add more items to this (partial) match
select the commission statement(s) you wish to add to this match, and click the middle blue button to add to the partial match
Step 4: ensure to review the edited partial match.
Step 5: decide how to either accept/partially match the item -
if you wish to still keep the match in a partial state, follow the steps for partial matching again
if you're happy with this to be the final match, click "Accept"
Method 2
Ensure to review the edited partial match for accuracy:
if you wish to still keep the match in a partial state, follow the steps for partial matching again
if you're happy with this to be the final match, click "Accept"
If you have any queries, don't hesitate to reach out via the in-app blue button to chat with our support agents. 🎉