Help · Matching & exceptions
Understanding match confidence: High, Medium and Low
How Gladpaid matches receipts to invoices with explicit rules, and what each of the three confidence tiers means.
Updated
Gladpaid matches each receipt to the invoice it settles using an ordered list of explicit rules. It is not a trained model, so every match can say exactly why it was made, and the same inputs always give the same answer.
The rules, strongest first
| Signal | Example |
|---|---|
| Invoice reference in the transfer memo | Memo INV-1042 settles invoice 1042 |
| An address you assigned to one customer | Northwind always pays to your address #2 |
| A payer address learned from a confirmed match | 0xab… has paid Northwind four times |
| Exact amount against the customer's only matching open invoice | 12,400.00 USDC and INV-1038 for $12,400 |
| Exact sum of several open invoices for one customer | Three invoices totalling 7,250 |
| Amount within tolerance | 4,998.75 against $5,000, a short payment |
| Remittance advice you uploaded or forwarded | The PDF says "INV-1040, 1041" |
The three tiers
| Tier | When | What you see |
|---|---|---|
| High | One unambiguous invoice on a strong signal | Matched quietly, with a one-line reason such as "memo reference INV-1042". |
| Medium | One plausible invoice on a weaker signal | Matched but visibly marked, with a one-tap Not this — change. |
| Low | No candidate, or several | Never guessed. It goes to the queue next to the candidate invoices for you to decide. |
Low-confidence receipts are covered in Receipts with no clear invoice.
Your corrections become rules
When you change or confirm a match, Gladpaid stores the lesson as a rule for your business only: this payer address belongs to this customer, this tolerance is acceptable, this counterparty is a recurring payout. The next receipt from them matches at a higher tier.
Machine work and human work look different
Matches Gladpaid made are drawn in a lighter, outlined style with the rule as a caption. Anything a person confirmed or made is solid, with their initials. You can always tell which is which, on screen and in the close pack.
Your dashboard shows the share of receipts matched at High confidence this month, so you can see the rules improving.
Related
- The exception queueOne list of everything that needs a person, ordered by what blocks the month-end close.
- Receipts with no clear invoiceWhat to do with a low-confidence receipt: pick the invoice, split it, or mark it as something other than an invoice payment.
- Short payments and over-paymentsHow Gladpaid handles a receipt that is a little under or over the invoice, using the tolerance and accounts in your policy.
- Posting to the ledger, and undoHow entries are prepared, previewed and posted so invoices actually close, and how undo reverses only what Gladpaid created.
Did this not answer it? Write to support@gladpaid.com with the business name and the item. Please never include a recovery phrase or private key; we will never ask for one.