website logo
Product Overview
NetSuite
Payments
QuickBooks
Xero
Navigate through spaces
Product Overview
NetSuite
Payments
QuickBooks
Xero
⌘K
Getting Started
App Installation
Connect to Payment Processor
Customer Match
Update Page Layouts
Guided Wizard
Custom Guided Wizard
Button URL Structure
Button URL Generator
Additional Configuration
Auto-match Payment Transactions with Customers
Custom Fields
Global API
API Overview
Request
Response
Technical Resources
Requirements
ERD / Object Structure
ID Locations
Getting Help
Docs powered by archbee 
0min

Auto-match Payment Transactions with Customers

By default, Breadwinner will only link payment transactions that have an existing customer associated with the transaction. There are times when a customer will not be associated with the payment transaction (Example: checkout URL, shopping cart, website). This allows you to link these payment transactions to an existing Breadwinner customer by selecting a common field between the payment transaction and Breadwinner customer record (Example: email address).

Updated 06 Sep 2022
Did this page help you?
Yes
No
UP NEXT
Braintree
Docs powered by archbee