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Payment Matching Fields

API Name: MatchingInvoiceField__c

Defines which invoice fields should match against the reference field of payment entries.

Label API Name Type Description
Name Name Text(255)
Active Active__c Checkbox If set, this field will be used for matching.
Field Field__c Text(255) The invoice field which should be used during the matching of invoices to payment entries.
Reference Match Expression ReferenceMatchExpression__c Text(255) A regular expression. This will be used to find matchings in the payment entry reference field. The matches will then be queried for this field.
Source Source__c Text(255) The object which should be matched. E.g. Invoice__c, Opportunity, Account. Defaults to Invoice__c if left empty.