Dirk Van den Bossche Delaware Consultant

When a payment transaction is imported via Coda, an automatic settlement between payment and invoice is possible.

But in case the customer is not found, no automatic settlement is possible. This is a very sad result, knowing that a structured message (=unique payment reference) is available on the invoice, which is linked to the customer.

Suggestion:

lookup the customer based on the structured message (=unique payment reference available on the invoice) and not based on the IBAN or exact customer name derived from the payment transaction.

The number of automatic settlements will increase enormously!