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Applying payments to invoices

Suggestions that say which rule matched and how confident they are.

When a payment arrives, IntuBu proposes which invoices it settles, in this order:

  1. Exact invoice — the amount matches one open invoice exactly. Highest confidence.
  2. Exact combination — it matches a set of up to five invoices exactly. Still very high confidence.
  3. Oldest first — no exact match, so it proposes applying to the oldest invoices. Lower confidence, and it says so.

Every suggestion states which rule produced it and what that means. The third case explicitly asks you to review before applying, because "oldest first" is a convention, not a fact about this payment.

Nothing is applied automatically without you accepting it.