Resolve a payment that needs you

SettleWise could not place a payment on its own.

Track

Money in

Phase

Handle the exception

Starts with

Payment needs a person

Ends with

Placed, credited, or rejected

The situation

The client is unknown, no open invoice fits, the amount is unclear, or it may be a duplicate. A person decides where it goes.

The team receives a needs-you alert, or a payment lands in Unmatched Stripe Payments.

AccountingSystemOwner

1
Accounting opens the payment and reads why it stopped
Accounting
Assign invoice, assign customer, clarify amount, or possible duplicate.
2
Accounting assigns the client or invoice, clarifies the amount, or marks the duplicate
Accounting
Stripe items offer Match to Invoice, Mark Resolved, or Reject.
3
If nobody knows whose money it is, Accounting asks the assistant to investigate
Accounting
The assistant narrows the candidates; a person decides.
4
When no invoice fits, Accounting chooses Add as Credit
Accounting
This is the key moment of the journey: money without a bill still has a home. This is the key moment of the journey.
5
The payment ends validated, resolved as credit, or rejected with a reason
System
The client balance reflects the outcome.

Accounting

Owns money movement, registers, and reconciliation.

System

Automates emails, matching, reminders, and sync.

Owner

Reads the commercial picture and escalates exceptions.

Accounting

The reason SettleWise stopped and the resolution history.

Why: Close the exception without losing money.

Owner

Alerts for payments that need someone.

Why: Know nothing is stuck.

Every payment ends placed, credited, or rejected — never forgotten.