Customer payments
Accounting > Customer payments is where incoming money is reviewed, matched, and applied to invoices.
Bank payment imports
Accounting > Customer payments > Bank payment imports is where admins upload bank CSV exports.
- Choose an existing bank account (or add one with a name and last 4). Reuse the same account on later uploads so duplicates stay exact.
- Upload the CSV and map columns.
- Review Exact / Possible duplicate flags, then confirm.
Confirmed rows land in the Bank inbox for promotion into customer payments.
Bank connections
Accounting > Customer payments > Bank connections is where admins link operating accounts via Plaid for the bank inbox.
Before Link bank account, review the Privacy Policy and Data retention links on that page and check the acknowledgment box. Axivoy records that consent (who, tenant, time, policy version) before Plaid Link opens. Public policy pages also live at /privacy, /terms, /data-retention, and /security (same paths on every host).
Use Disconnect to stop syncing an account. Axivoy removes the Plaid connection and keeps existing payment history for matching and audit.
What you see
The page groups payments by what still needs work, for example:
- Suggested matches
- Needs review
- Partially applied
- Fully applied
- Failed push
- Ignored or reversed
Each row shows the payer, amount, date, and current status.
How matching works
Axivoy tries to match a payment to the right customer and invoice. If the match is obvious, you can accept it quickly. If it is not, the payment stays in review so you can pick the right invoice or split the amount across more than one invoice.
Short pays, overpays, and duplicate payments all need a human decision before they are applied.
Common actions
From a payment row you can:
- Review the suggested match
- Apply the payment manually
- Split the payment across invoices
- Set the customer or payer
- Reverse a payment that was applied incorrectly
- Ignore a row that should not be matched
Helpful detail on the payment page
Opening a payment shows the matching history, remittance details, and any invoices linked to the payment. If the payment does not cover the full invoice, the detail page gives you a path to resolve the leftover balance.
What to watch for
If a payment failed to push or could not be applied, check the status message first. It usually points to the customer record, invoice selection, or import file that needs attention.