How to reconcile payments with invoices in HelloGrowthCRM
Auto-match payments to invoices using deal_id, customer email, and amount. Catch unreconciled and resolve quickly.
What this guide helps you do
Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.
Need a broader overview first?
Go back to the Commerce & Payments section to browse more guides, compare related tasks, and choose a better starting point.
View all Commerce & Payments guidesHelloGrowthCRM auto-matches incoming payments to invoices using deal_id, customer email, and amount. Unmatched queue for review.
How to use this guide
Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.
What you'll need
- •Razorpay/Cashfree + Zoho/Tally connected
- •Pro tier or above
- •10 minutes
- 1
Open Reports → Reconciliation
Reports → Reconciliation.
- 2
View dashboard
Outstanding invoices, unreconciled payments, exception queue.
- 3
Auto-reconciliation rules
Match by deal_id, email + amount, reference number, manual.
- 4
Resolve exceptions
Click unreconciled → suggested matches → confirm.
- 5
Bulk reconcile
Multi-select → bulk match. Useful month-end.
- 6
Sync to accounting
Matched payments push to Zoho/Tally as paid invoices.
- 7
Handle partial payments
Customer paid 50% → mark invoice partial; remaining open.
- 8
Monthly close report
Total received, matched, unmatched. CFO-ready.
- 9
Set up alerts
Slack alert when payment unreconciled > 24h.
- 10
Audit trail
Every match action logged.
Frequently asked questions
Match accuracy?▾
~95% auto-match for deal-linked. ~80% orphan.
Bank statement reconciliation?▾
Pro+. Upload CSV, match to settlements.
GST reconciliation?▾
Auto-flows to Zoho/Tally where GST returns generated.
Aging report?▾
Yes — Reports → Aging shows days outstanding.
Auto-reminders for unpaid?▾
Yes — rule: Unpaid 7 days → WhatsApp reminder.
Refund reconciliation?▾
Auto against original.
Related articles
See it in product
Try it yourself
Start a 14-day free trial of HelloGrowthCRM — no credit card required. You'll have everything you need to follow this guide.
Still need help?
If this article does not match your account setup, rollout stage, or edge case, review more guides in Commerce & Payments or contact our team for direct help.
Rushabh leads product strategy at HelloGrowthCRM with a focus on CRM workflows, revenue operations, and practical product design for growing businesses.
Connect on LinkedIn →