Match recorded payments records a payment that already exists in confirmed bank activity. It does not initiate a card charge, bank debit or transfer. Use it only when the payment evidence belongs to the invoice being settled.
Review the movement's amount, currency and direction, then compare the document's current outstanding balance. The matching reason should explain the connection, such as the customer's remittance reference. Similar amounts alone may not establish that a deposit pays this invoice.
After recording, inspect payment history and the remaining document balance. If the response is unconfirmed, retry the saved payment action with its original details rather than preparing another match. A confirmed action may need a history reload without sending a new payment command.
Keep the actual banking process separate. If the customer has not paid, this workflow cannot create the missing money. If a real refund is required, use the authorized payment process and the corresponding accounting records rather than treating a journal reversal as a returned payment.
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