The “Apply payments to open invoices using triple match verification” setting in the Cash Application Manager (CAM) – NetSuite integration app enables a stricter and more accurate method for applying payments to open invoices. When enabled, this setting ensures that a payment is only processed if it exactly matches three critical fields in NetSuite: Customer name, Invoice number, and Invoice amount.
This advanced verification method is especially beneficial for organizations dealing with high transaction volumes, as it helps minimize misapplied payments and prevents downstream reconciliation issues.
How triple match verification works
Once enabled, the system will only apply a payment to an open invoice if all three of the following values match exactly:
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Customer name
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Invoice number
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Invoice amount
This method replaces simpler matching options such as:
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Identify invoice using amount
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Apply payments to open invoices
By applying strict field matching, the feature enhances accuracy and reduces the risk of errors caused by incomplete or incorrect payment details.
Example Use Case
Incoming payment details:
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Customer Name: ABC Distributors
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Invoice Number: INV1234
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Amount: $25,000
Result: If all three fields match an open invoice in NetSuite, the payment is applied. If any of the fields don’t match, the transaction is routed to the “Unidentified” category for manual review.
To enable this setting:
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Navigate to the Cash Application Manager (CAM) – NetSuite integration app.
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Navigate to Flows > Bank file to NetSuite [Store Name] > click Settings.
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Click Advanced Settings and expand Match Settings.
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Locate the checkbox:
“Apply payments to open invoices using triple match verification”
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Check the box to enable the setting.
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Once enabled, you will also see a new option:
“Select customer match method for triple match verification”, allowing you to define the preferred matching logic for customer identification. Select the required customer match methods.
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Click Save to apply the changes.