Applies to: Broadlume Payments
Covers how to use the transaction matching feature in Rollmaster to link unmatched transactions from the Broadlume Payments web portal to transactions in the software for refunds and reuse.
Does not cover: Cyncly Payments, Cyncly Pay, Gravity or Payments Flex
Matching Orphaned Transactions aka “Transaction Matching” | Broadlume Payment Processing
Full video at the end of this article.
Related features released 5/10
- Orphaned web payment matching utility | Prior to this update, any payments submitted by your customer online would be unconnected from the customer, invoice, or quote record in RollMaster. When adding payments to your Quote, Sales Order or Invoice, RM will now provide the best recommendations for matching transactions. Requires Broadlume Payment Processing
General Description and Capabilities
When adding transactions to your Quote, Sales Order or Invoice that were collected outside your software, you now have the ability to link or match the transactions. This allows you to issue refunds and to process successive payments to card-on-file from within the software as if you had taken the payment there.
Adding the payment record to RollMaster
You will still need to add Deposits or Payments when you receive confirmation of the submitted transaction unless the transaction was taken via a Click to Pay link.
Example:
You receive an email that a payment has been received from a customer, or you visit your Merchant Pay Portal and confirm a Website Payment was received:
To ensure your bookkeeping is current, you must go into RM to document that this transaction. Select “Skip Broadlume Payments” so you don’t process the transaction a second time.
Enter the transaction amount received, then select the correct card type and Save the entry as illustrated below:
Now, with transaction matching, you will be given a pop up asking if you are trying to link a transaction. Selecting Yes gives you the ability to search and find the correct transaction to link in RollMaster.
If you do not take this first opportunity to match and link the transaction it can be done later from the Deposits list for that Order. Select the payment of interest and right-click to select “Link to Broadlume Payment Transaction”.
Either of these options will query your payments portal and return all transactions within a day or two of the date of interest.
- If you do not find the transaction, widen the date range and/or the min and max amounts in case there was any variance between what was entered and paid.
- You can also match to a particular payment type.
- Check the option to include previously matched items to see whether it’s already linked elsewhere.
- Customer name matching is NOT considered when pulling back available items or linking transactions.
- CAUTION: Be very careful when linking a transaction to a customer, as choosing the wrong payment may result in follow-up charges or refunds being applied to the wrong customer.
- IF you accidentally link the wrong transaction, it will require a support ticket to remove that link.
- Note: If you mis-categorize the payment method (card type), it will be documented wrong in BMS, but when adding a Deposit, it will pull back the correct type and will not cause an error when running successive transactions.
If a transaction is already linked/ matched, then the option to Link will be grayed out as follows: