Payment integration

How payments integrations work

Payment integrations connect Moment with external accounting or ERP systems to ensure that payments are correctly matched against invoices.

• Payments are created or registered in the external system
• Payment data is sent to Moment
• Invoices in Moment are automatically updated with payment status

In most cases, the external system is considered the source of truth for payments.

What is synchronized

From external system to Moment

• Payments
• Payment dates
• Invoice references
• Payment status updates

From Moment to external system (if supported)

• Invoice references
• Customer information (for matching purposes)

Note: Not all payment integrations support two-way synchronization. This depends on the external system.

How payment matching works

Payments are matched to invoices using reference data such as invoice number, KID number, or external identifiers.

• KID number matching (recommended)
• Invoice number matching
• Manual matching (fallback)

If no match is found, the payment may be imported but not automatically linked to an invoice.

Set up payment integration

Step 1: Configure in external system

• Enable API access or payment export functionality
• Ensure payment journals or bank feeds are active
• Verify that invoice references (KID / invoice number) are included in payments

Step 2: Configure in Moment

• Go to Setup → Integrations
• Select your payment integration
• Authenticate using API credentials or connection method
• Enable payment synchronization

Click Save to activate the integration.

Verify payment synchronization

• Register a test invoice in Moment
• Register a payment in the external system
• Confirm that the invoice is marked as paid in Moment
• Check that the payment is correctly linked to the invoice

Important

Payment synchronization depends heavily on correct invoice references. We strongly recommend using KID numbers or structured invoice references to ensure accurate matching.

If multiple systems are used for accounting, ensure only one system is responsible for payment registration to avoid conflicts.