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# Match a transaction to an invoice

> Link a bank transaction to a customer invoice as its payment. Input schema, a tools/call example and an example result.

Source: https://cotlet.dev/docs/mcp/pennylane/match_transaction

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Link a bank transaction to a customer invoice as its payment.

Pennylane MCP tools: https://cotlet.dev/docs/mcp/pennylane.md

MCP tool: `pennylane_write → match_transaction`

Access: write. Confirm: waits for the user's OK before it runs.

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 | Required | Description |
|---|---|---|---|
| `invoice_id` | integer | yes | Invoice ID from list_customer_invoices or create_customer_invoice. |
| `transaction_id` | integer | yes | Transaction ID from list_transactions. |

## tools/call

```json
{
  "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

```json
{
  "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
}
```

Previous: [Categorise a bank transaction](https://cotlet.dev/docs/mcp/pennylane/categorise_transaction.md)

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