Match a transaction to an invoice
Link a bank transaction to a customer invoice as its payment.
MCP tool pennylane_write → match_transaction
write Confirm
Matches a bank transaction to a customer invoice, which Pennylane uses for payments made outside it, such as a bank transfer. The invoice's remaining amount and status change after the match. Check the amount first: this records a payment against the invoice, so it asks for your OK. By default you confirm each call; you can switch that off for this tool.
Parameters
| Name | Type | Description |
|---|---|---|
| invoice_id integer required | integer | Invoice ID from list_customer_invoices or create_customer_invoice. |
| transaction_id integer required | integer | Transaction ID from list_transactions. |
tools/call
{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "pennylane_write",
"arguments": {
"operation": "match_transaction",
"arguments": {
"invoice_id": 1,
"transaction_id": 1
}
}
}
}Example response
{
"content": [
{
"type": "text",
"text": "{ ... same JSON as structuredContent ... }"
}
],
"structuredContent": {
"invoice_id": 118277,
"transaction_id": 5529874,
"matched": true,
"remaining_amount_with_tax": "0.00"
},
"isError": false
}