{"id":19618,"date":"2025-07-30T09:31:25","date_gmt":"2025-07-30T07:31:25","guid":{"rendered":"https:\/\/info.1doc.ch\/onedoc-invoice\/rapprochement-automatique\/"},"modified":"2026-04-07T15:56:21","modified_gmt":"2026-04-07T13:56:21","slug":"automatic-payment-reconciliation","status":"publish","type":"page","link":"https:\/\/info.onedoc.ch\/en\/invoice\/automatic-payment-reconciliation\/","title":{"rendered":"Automatic payment reconciliation"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row gap=&#8221;30&#8243; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1753103330024{padding-top: 100px !important;}&#8221; css_tablet_portrait=&#8221;.vc_custom_1753103330024{padding-top: 0px !important;padding-right: 0px !important;padding-left: 0px !important;}&#8221; css_mobile=&#8221;.vc_custom_1753103330024{padding-top: 0px !important;padding-right: 0px !important;padding-bottom: 0px !important;padding-left: 0px !important;}&#8221;][vc_column css_tablet_portrait=&#8221;.vc_custom_1752046134800{padding-top: 0px !important;padding-right: 0px !important;padding-left: 0px !important;}&#8221; css_mobile=&#8221;.vc_custom_1752046134800{padding-top: 0px !important;padding-right: 0px !important;padding-left: 0px !important;}&#8221;]<div  class=\"breadcrumbs breadcrumbs-shortcode bcn-left\" typeof=\"BreadcrumbList\" vocab=\"https:\/\/schema.org\/\" ><span property=\"itemListElement\" typeof=\"ListItem\"><a property=\"item\" typeof=\"WebPage\" title=\"Go to OneDoc Pro.\" href=\"https:\/\/info.onedoc.ch\/en\/\" class=\"home\" ><span property=\"name\">OneDoc Pro<\/span><\/a><meta property=\"position\" content=\"1\"><\/span> &gt; <span property=\"itemListElement\" typeof=\"ListItem\"><a property=\"item\" typeof=\"WebPage\" title=\"Go to Blog.\" href=\"https:\/\/info.onedoc.ch\/en\/blog\/\" class=\"post-root post post-post\" aria-current=\"page\"><span property=\"name\">Blog<\/span><\/a><meta property=\"position\" content=\"2\"><\/span><\/div>[\/vc_column][\/vc_row][vc_row gap=&#8221;30&#8243; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css_tablet_portrait=&#8221;.vc_custom_1753104252986{padding-top: 0px !important;padding-right: 0px !important;padding-bottom: 40px !important;padding-left: 0px !important;}&#8221; css_mobile=&#8221;.vc_custom_1753104252987{padding-top: 0px !important;padding-right: 0px !important;padding-bottom: 40px !important;padding-left: 0px !important;}&#8221; css=&#8221;.vc_custom_1753104252986{padding-bottom: 50px !important;}&#8221;][vc_column css_tablet_portrait=&#8221;.vc_custom_1752046134800{padding-top: 0px !important;padding-right: 0px !important;padding-left: 0px !important;}&#8221; css_mobile=&#8221;.vc_custom_1752046134800{padding-top: 0px !important;padding-right: 0px !important;padding-left: 0px !important;}&#8221;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title  no-padding-on-mobile \" ><h1 class=\"separator_off\" >Save time with <span style=\"color:#1D9585;\">automatic payment reconciliation<\/span><\/h1><\/header><header class=\"kd-section-title col-lg-8 vc_col-sm-8 text-center  subtitle-below-title  no-padding-on-mobile \" ><p class=\"separator_off\" >With OneDoc Invoice, tracking your payments is simple. Payments from your patients and\/or insurers are automatically matched to the correct invoices, giving you a clear and always up-to-date view of your cash flow.<\/p><\/header><a  href=\"\"    class=\"tt_button tt_primary_button btn_primary_color hover_solid_secondary button-center button-action-link    popmake-18722\" ><span class=\"prim_text\">Get a free demo<\/span><\/a>[\/vc_column][\/vc_row][vc_row full_width=&#8221;stretch_row&#8221; gap=&#8221;30&#8243; content_placement=&#8221;middle&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1753104570534{padding-top: 80px !important;padding-bottom: 160px !important;}&#8221; css_tablet_landscape=&#8221;.vc_custom_1753104570534{padding-top: 80px !important;padding-bottom: 160px !important;}&#8221; css_mobile=&#8221;.vc_custom_1753104570534{padding-top: 40px !important;padding-bottom: 80px !important;}&#8221; css_tablet_portrait=&#8221;.vc_custom_1753104570534{padding-top: 40px !important;padding-bottom: 80px !important;}&#8221;][vc_column]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title    vc_custom_1754302118083\" ><h2 class=\"separator_off\" >Everything you need to know about <span style=\"color:#1D9585;\">automatic payment reconciliation<\/span> between your bank and your bills<\/h2><\/header>[vc_row_inner content_placement=&#8221;middle&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1753104791131{padding-top: 60px !important;padding-bottom: 60px !important;background-color: #39121200 !important;border-color: #FF2F2F00 !important;}&#8221; css_tablet_portrait=&#8221;.vc_custom_1753104791132{padding-top: 30px !important;}&#8221; css_mobile=&#8221;.vc_custom_1753104791132{padding-top: 30px !important;}&#8221;][vc_column_inner width=&#8221;1\/2&#8243; offset=&#8221;vc_col-lg-offset-0 vc_col-lg-6 vc_col-md-offset-0 vc_col-md-6 vc_col-sm-offset-0 vc_col-xs-12&#8243; css_tablet_portrait=&#8221;.vc_custom_1751447162104{padding-top: 0px !important;padding-right: 0px !important;padding-bottom: 0px !important;padding-left: 0px !important;}&#8221; css_mobile=&#8221;.vc_custom_1751447162104{padding-top: 0px !important;padding-right: 0px !important;padding-bottom: 50px !important;padding-left: 0px !important;}&#8221; css_tablet_landscape=&#8221;.vc_custom_1751447162104{padding-bottom: 0px !important;}&#8221;]<header class=\"kd-section-title col-lg-12 text-left  subtitle-below-title   \" ><h6 class=\"separator_off\" style=\"margin-bottom:30px;\">Automatically match patient payments<\/h6><\/header>[vc_column_text css=&#8221;&#8221;]Payments made via QR-bill are automatically detected and linked to the corresponding invoice in OneDoc Invoice. <strong>This avoids manual entry and reduces the risk of errors.<\/strong>[\/vc_column_text][\/vc_column_inner][vc_column_inner width=&#8221;1\/2&#8243; offset=&#8221;vc_col-lg-6 vc_col-md-6 vc_col-xs-12&#8243; css_mobile=&#8221;.vc_custom_1751020792783{padding-left: 0px !important;}&#8221;][vc_single_image image=&#8221;20748&#8243; img_size=&#8221;large&#8221; style=&#8221;vc_box_shadow&#8221; css=&#8221;&#8221;][\/vc_column_inner][\/vc_row_inner][vc_row_inner content_placement=&#8221;middle&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1752761310316{padding-top: 60px !important;padding-bottom: 60px !important;background-color: #39121200 !important;border-color: #FF2F2F00 !important;}&#8221;][vc_column_inner width=&#8221;1\/2&#8243; offset=&#8221;vc_col-lg-offset-0 vc_col-lg-6 vc_col-md-offset-0 vc_col-md-6 vc_col-sm-offset-0 vc_col-xs-12 vc_hidden-xs&#8221; css_tablet_portrait=&#8221;.vc_custom_1753104811195{padding-top: 0px !important;padding-right: 0px !important;padding-bottom: 0px !important;padding-left: 0px !important;}&#8221; css_mobile=&#8221;.vc_custom_1753104811195{padding-top: 0px !important;padding-right: 0px !important;padding-bottom: 50px !important;padding-left: 0px !important;}&#8221; css_tablet_landscape=&#8221;.vc_custom_1753104811195{padding-bottom: 0px !important;}&#8221;][vc_single_image image=&#8221;21582&#8243; img_size=&#8221;large&#8221; style=&#8221;vc_box_shadow&#8221; css=&#8221;&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/2&#8243; offset=&#8221;vc_col-lg-6 vc_col-md-6 vc_col-xs-12&#8243; css_mobile=&#8221;.vc_custom_1751020792783{padding-left: 0px !important;}&#8221;]<header class=\"kd-section-title col-lg-12 text-left  subtitle-below-title   \" ><h6 class=\"separator_off\" style=\"margin-bottom:30px;\">Easily integrate insurer payments<\/h6><\/header>[vc_column_text css=&#8221;&#8221;]Thanks to the automatic import of bank files in camt.054 format, OneDoc Invoice seamlessly reconciles payments received from insurers.<strong> Your administrative follow-up becomes faster and more reliable.<\/strong>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_row_inner content_placement=&#8221;middle&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1752761323490{padding-top: 60px !important;padding-bottom: 60px !important;background-color: #39121200 !important;border-color: #FF2F2F00 !important;}&#8221;][vc_column_inner width=&#8221;1\/2&#8243; offset=&#8221;vc_col-lg-offset-0 vc_col-lg-6 vc_col-md-offset-0 vc_col-md-6 vc_col-sm-offset-0 vc_col-xs-12&#8243; css_tablet_portrait=&#8221;.vc_custom_1751447162104{padding-top: 0px !important;padding-right: 0px !important;padding-bottom: 0px !important;padding-left: 0px !important;}&#8221; css_mobile=&#8221;.vc_custom_1751447162104{padding-top: 0px !important;padding-right: 0px !important;padding-bottom: 50px !important;padding-left: 0px !important;}&#8221; css_tablet_landscape=&#8221;.vc_custom_1751447162104{padding-bottom: 0px !important;}&#8221;]<header class=\"kd-section-title col-lg-12 text-left  subtitle-below-title   \" ><h6 class=\"separator_off\" style=\"margin-bottom:30px;\">Keep payment statuses always up to date<\/h6><\/header>[vc_column_text css=&#8221;&#8221;]Each invoice is <strong>automatically updated with its status<\/strong>: pending, overdue, paid, or partially paid. This way, you have a clear, precise overview of your incoming payments at a glance.[\/vc_column_text][\/vc_column_inner][vc_column_inner width=&#8221;1\/2&#8243; offset=&#8221;vc_col-lg-6 vc_col-md-6 vc_col-xs-12&#8243; css_mobile=&#8221;.vc_custom_1751020792783{padding-left: 0px !important;}&#8221;][vc_single_image image=&#8221;20744&#8243; img_size=&#8221;large&#8221; style=&#8221;vc_box_shadow&#8221; css=&#8221;&#8221;][\/vc_column_inner][\/vc_row_inner][vc_row_inner content_placement=&#8221;middle&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1753777093224{padding-top: 60px !important;padding-bottom: 60px !important;background-color: #39121200 !important;border-color: #FF2F2F00 !important;}&#8221;][vc_column_inner width=&#8221;1\/2&#8243; offset=&#8221;vc_col-lg-offset-0 vc_col-lg-6 vc_col-md-offset-0 vc_col-md-6 vc_col-sm-offset-0 vc_col-xs-12 vc_hidden-xs&#8221; css_tablet_portrait=&#8221;.vc_custom_1753104828048{padding-top: 0px !important;padding-right: 0px !important;padding-bottom: 0px !important;padding-left: 0px !important;}&#8221; css_mobile=&#8221;.vc_custom_1753104828048{padding-top: 0px !important;padding-right: 0px !important;padding-bottom: 50px !important;padding-left: 0px !important;}&#8221; css_tablet_landscape=&#8221;.vc_custom_1753104828048{padding-bottom: 0px !important;}&#8221;][vc_single_image image=&#8221;21586&#8243; img_size=&#8221;large&#8221; style=&#8221;vc_box_shadow&#8221; css=&#8221;&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/2&#8243; offset=&#8221;vc_col-lg-6 vc_col-md-6 vc_col-xs-12&#8243; css_mobile=&#8221;.vc_custom_1751020792783{padding-left: 0px !important;}&#8221;]<header class=\"kd-section-title col-lg-12 text-left  subtitle-below-title   \" ><h6 class=\"separator_off\" style=\"margin-bottom:30px;\">Easily manage exceptions<\/h6><\/header>[vc_column_text css=&#8221;&#8221;]If a payment cannot be reconciled automatically, OneDoc Invoice suggests the invoices to settle. <strong>In one click, you complete the reconciliation and ensure your records remain accurate.<\/strong>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row content_placement=&#8221;middle&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1753103738694{padding-top: 80px !important;padding-bottom: 80px !important;background-color: #012E27 !important;border-radius: 5px !important;}&#8221; css_tablet_portrait=&#8221;.vc_custom_1753103738694{padding-top: 30px !important;padding-bottom: 30px !important;}&#8221; css_mobile=&#8221;.vc_custom_1753103738694{padding-top: 30px !important;padding-bottom: 30px !important;}&#8221;][vc_column][vc_row_inner kd_background_image_position=&#8221;vc_row-bg-position-top&#8221;][vc_column_inner css=&#8221;.vc_custom_1751468051270{padding-top: 30px !important;padding-right: 30px !important;padding-bottom: 30px !important;padding-left: 30px !important;}&#8221;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title    vc_custom_1753867827830\" ><h2 class=\"separator_off\" style=\"color: #FFFFFF;\">Automate your <span style=\"color:#1D9585;\">payment tracking<\/span> with OneDoc Invoice<\/h2><p class=\"subtitle\" style=\"color: #FFFFFF;\">Eliminate manual tasks, reduce errors, and keep your cash flow perfectly up to date.<\/p><\/header><a  href=\"\"    class=\"tt_button tt_primary_button btn_primary_color hover_solid_secondary button-center button-action-link    popmake-18722\" ><span class=\"prim_text\">Get a free demo<\/span><\/a>[\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row full_width=&#8221;stretch_row&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1753104600813{padding-top: 160px !important;padding-bottom: 80px !important;}&#8221; css_tablet_portrait=&#8221;.vc_custom_1753104600814{padding-top: 80px !important;padding-bottom: 40px !important;}&#8221; css_mobile=&#8221;.vc_custom_1753104600814{padding-top: 80px !important;padding-bottom: 40px !important;}&#8221;][vc_column css=&#8221;.vc_custom_1515752234075{padding-right: 0px !important;padding-left: 0px !important;}&#8221;][vc_row_inner kd_background_image_position=&#8221;vc_row-bg-position-top&#8221;][vc_column_inner css_tablet_portrait=&#8221;.vc_custom_1598622609562{padding-right: 10px !important;padding-left: 10px !important;}&#8221;]<header class=\"kd-section-title col-lg-12 text-left  subtitle-below-title    vc_custom_1752830115466\" ><h2 class=\"separator_off\" >Related features<\/h2><\/header>[\/vc_column_inner][\/vc_row_inner][vc_row_inner kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1753093215829{padding-bottom: 50px !important;}&#8221; css_mobile=&#8221;.vc_custom_1753093215830{padding-bottom: 0px !important;}&#8221; css_tablet_portrait=&#8221;.vc_custom_1753093215830{padding-bottom: 0px !important;}&#8221;][vc_column_inner width=&#8221;1\/3&#8243; css_tablet_portrait=&#8221;.vc_custom_1598622609562{padding-right: 10px !important;padding-left: 10px !important;}&#8221;]<div class=\"key-icon-box icon-default  cont-left ib-hover-1 with-shadow   with-border\" style=\"background-color: #FFFFFF;border: 1px solid #EFEFEF;\" ><a href=\"https:\/\/info.onedoc.ch\/en\/invoice\/\" target=\"_self\"><div class=\"ib-wrapper\" style=\"padding-top:20px;padding-bottom:20px;padding-left:20px;padding-right:20px;background-color:#FFFFFF;\"><h5 class=\"service-heading\" style=\"color: #0C6396;\">OneDoc Invoice<\/h5><p >Take advantage of billing software tailored to healthcare professionals in Switzerland.<\/p><\/div><\/a><\/div>[\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243; css_tablet_portrait=&#8221;.vc_custom_1598622613617{padding-right: 10px !important;padding-left: 10px !important;}&#8221;]<div class=\"key-icon-box icon-default  cont-left ib-hover-1 with-shadow   with-border\" style=\"background-color: #FFFFFF;border: 1px solid #EFEFEF;\" ><a href=\"https:\/\/info.onedoc.ch\/en\/invoice\/payment-reminders\/\" target=\"_self\"><div class=\"ib-wrapper\" style=\"padding-top:20px;padding-bottom:20px;padding-left:20px;padding-right:20px;background-color:#FFFFFF;\"><h5 class=\"service-heading\" style=\"color: #0C6396;\">Payment reminders<\/h5><p >Send automatic reminders for unpaid invoices.<\/p><\/div><\/a><\/div>[\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row full_width=&#8221;stretch_row&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1753104692511{padding-top: 80px !important;padding-bottom: 80px !important;}&#8221; css_tablet_portrait=&#8221;.vc_custom_1753104692511{padding-top: 40px !important;padding-bottom: 40px !important;}&#8221; css_mobile=&#8221;.vc_custom_1753104692511{padding-top: 40px !important;padding-bottom: 40px !important;}&#8221;][vc_column css=&#8221;.vc_custom_1515752234075{padding-right: 0px !important;padding-left: 0px !important;}&#8221;][vc_row_inner kd_background_image_position=&#8221;vc_row-bg-position-top&#8221;][vc_column_inner]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title    vc_custom_1753867855156\" ><h2 class=\"separator_off\" >Frequently asked questions about <span style=\"color:#1D9585;\">automatic payment reconciliation<\/span><\/h2><\/header>[\/vc_column_inner][\/vc_row_inner][vc_row_inner gap=&#8221;30&#8243; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221;][vc_column_inner css=&#8221;.vc_custom_1752058288767{padding-right: 80px !important;padding-left: 80px !important;}&#8221; css_tablet_portrait=&#8221;.vc_custom_1752058288767{padding-right: 0px !important;padding-left: 0px !important;}&#8221; css_mobile=&#8221;.vc_custom_1752058288767{padding-right: 0px !important;padding-left: 0px !important;}&#8221;][vc_toggle title=&#8221;How does OneDoc Invoice handle the reconciliation of payments?&#8221; css=&#8221;&#8221; el_class=&#8221;btf-faq&#8221;]OneDoc Invoice fully automates the reconciliation of payments received, whether they come from your patients (QR invoices) or from insurers, so that you can save time and reduce the risk of administrative errors.<\/p>\n<p>When it comes to payments from insurers, OneDoc Invoice supports the automatic import of bank files in camt.054 format, which is recognized by all Swiss banks. These files contain details of incoming transfers. Once imported, payments are automatically reconciled with the relevant invoices based on specific criteria such as amount, invoice number, or bank reference.[\/vc_toggle][vc_toggle title=&#8221;What happens if a payment cannot be reconciled automatically?&#8221; css=&#8221;&#8221; el_class=&#8221;btf-faq&#8221;]In certain cases, a payment may not be automatically associated with an invoice. In this case, the system identifies unmatched payments and provides suggestions for invoices to be settled based on the available data (similar amounts, due dates, patient history, etc.). Thanks to this feature of intelligent assistance, you can finalize the reconciliation with a single click, while maintaining a high level of reliability.[\/vc_toggle][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row gap=&#8221;30&#8243; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1753103330024{padding-top: 100px !important;}&#8221; css_tablet_portrait=&#8221;.vc_custom_1753103330024{padding-top: 0px !important;padding-right: 0px !important;padding-left: 0px [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":18824,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-19618","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.7 (Yoast SEO v27.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>OneDoc Invoice: automatic bank reconciliation<\/title>\n<meta name=\"description\" content=\"Automate bank reconciliation in OneDoc Invoice. 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