By default, Connex matches the payment reference number from your order to the QB reference number field. This is ideal because payments will have unique reference numbers and an invoice can have multiple payments. You can map the order number, but each payment must equal the order total.
How does Connex match payments?
If you resync an order, Connex will match the order reference number to the payment reference number. Most reference numbers are the transaction ID from your payment processor. It usually begins with ch_ if you use Stripe or it's nine digit code. Connex mapped the payment ref number instead of the order number, so payments could be unique. Connex will assume that a payment matching the ref number is a duplicate.
How do I map the order number to the payment reference number field?
Invoice totals and payments must be identical. Also, it might be harder to reconcile because the payment transaction ID is missing from the order. Here are the steps:
- Login to Connex.
- Hover over the gear and click rules engine.
- Click add rule.
- Add this rule: