This help desk article explains more about how to process payment information through Ponto. If you are looking for how to link Ponto with IAMD you can visit this help desk article. If you would like more explanation of the error message that your Ponto login has expired, you can visit this help desk article.
Processing payments using Ponto
Go to the overview of your sales invoices
Action > Show bank account
Following that, you will be shown all payment traffic (both incoming and outgoing)
Actions
Automatic matching
Match found
The score indicates the extent to which the match is correct. These are indicated by a green button.
Via the green button 'Confirm' you link the payment to your sales invoice.
Example
Score 90% (For example, an error of €0.02 has been detected) - in this case, a partial payment is recorded and this invoice is also given an adjusted status of "Partially paid" or "Overpaid."
Score 100% all information matches and the invoice is given status "Paid" after confirmation.
No match
It is not always possible to match payments to an invoice. For this, we depend on how correctly the payment information is entered by the payer. (The customer can always enter a wrong amount, forget the structured communication,....)
In these cases you have to look up the invoice itself and link it.
From 'Find Invoice' you can look up the related invoice.
No action
Should the payment not be linked to some invoice, you can use 'No action' to indicate that no link should be made and this line will also be grayed out. This way you know that this line should not be looked at in the future.
Split payment over different invoices
If a payment comes in that goes across different invoices, you can split the payment using the 'Split'
Load more payments
Only the latest payments are loaded. If you want to look further into the past, press the 'Show more' button to retrieve older payments.
