Perform a manual match

Learn how to manually match payments to customers and invoices when AI predictions or remittance data do not provide a confident match.

Use manual matching when any of the following conditions apply:

Smart Match AI cannot identify a confident match. The payment status is No Match.
Remittance reference is incomplete or missing.
Payment applies to multiple customers or business units.
Invoice references require user judgment, such as for partial payments or mixed currencies.

Navigate to the Payments page.
Locate a payment with the No Match or Partial Match status.
Click Match Manually to open the manual matching view.
Search by Customer or Invoice ID.
Zuora displays the open invoices for the selected customer.
Select one or more invoices and enter the applicable amount for each invoice.
Review the remaining unapplied balance.
(Optional) To allocate the balance later, click On Account.
Click Apply Match to confirm the match. The payment is matched to the selected invoices.

Special scenarios

Consider the following special scenarios:

Parent-child accounts: If parent-child matching is active, you can select invoices from the account group across related entities.
Partial allocations: You can split a payment across invoices and apply partial amounts.
Adjustments: You can add bank charges or write-offs inline before posting.

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