Applying Incoming Payments to Invoices in Ascend

This guide provides a walkthrough for reconciling incoming payments by searching for specific invoice details and applying them to the correct policy. Follow these steps to ensure accurate financial documentation and resolve payment application errors within the Ascend dashboard.

Jack Brown
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14 seconds

Useascend

This is a guide for payments made via check, wire, or bill pay system (Ramp, Bill.com, etc.)

Payment Selection & Invoice Matching

Navigate to [https://dashboard.useascend.com/accounting/incoming_payments?page=0](https://dashboard.useascend.com/accounting/incoming_payments?page=0)

This is a list of all payments made by your insureds, including those via credit card and ACH debit, which are automatically applied. Payments not applied automatically (wires and checks), will show a status of "Not applied" - these need to be manually reconciled to an invoice in order for Ascend to initiate the payout process.

Select an unreconciled payment

Use the search bar to search by the insured's name, amount, or invoice ID.

Select the matching invoice from the search results.

Payment Application

If the balance shows $0.00 in green text, the amount sent by the insured matches the amount invoice, and you can reconcile the payment by clicking "Apply payment"

For help with more complex reconciliations, see [here](https://scribehow.com/o/5O6Pab-sTGWf1lwtVz89tw/viewer/How_to_Resolve_Partial_Incoming_Payments_in_Ascend__hy6FWDD3RMylKbsmFc060A)