By default, Cloud Cart 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 Cloud Cart match payments?
If you resync an order, Cloud Cart 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. Cloud Cart mapped the payment ref number instead of the order number, so payments could be unique. Cloud Cart 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 Cloud Cart.
- Hover over the gear and click rules engine.
- Click add rule.
- Add this rule: