Remit Match
Guides
Plain-language guides for accounts receivable and cash application teams on matching customer remittances to open invoices and clearing short pays and unapplied cash.

Cash application automation: what to automate and what to review
Cash application automation compared with matching by hand: which steps software handles, which need a person, and what to check before you trust it.

Cash application process: steps to apply customer payments
The cash application process in six steps, from reading the remittance to flagging short pays and overpays, with a worked example and a checklist.

Cash application software: what to look for and the options
Cash application software compared with doing it by hand: what each kind does, where it fits, and how to test one on a real remittance first.

Unapplied cash: how to find and clear it, step by step
How to clear unapplied cash: find the payments with no invoice, match them from the remittance, and handle short pays, overpays and unknown references.

Unapplied payments in QuickBooks: match them to invoices
How to match unapplied payments in QuickBooks to the right invoices when a customer pays several at once, and how to handle short pays and overpays.
Customer sent one remittance for 20 invoices? Matched in minutes
Upload the remittance and your open-invoice export. Remit Match reads every line, matches it to an invoice, and flags short pays, overpays, duplicates and lines it can't find. You review, then download a CSV.
$99/ month
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