TL;DRDeciding which customer a bank line belongs to when the payer name is not the customer name.
Statements show the name on the paying account — a holding company, a founder, a payment platform — not the name on your invoice. Matching compares the payer to the bill-to party and to every contact on it, with fuzzy tolerance, before falling back to amount and reference.
In shipment mode the parties are shippers and their contacts; the rule is the same.
Where it happens in Sonic
Next
See it on your contracts
A walkthrough on the agreements and files you actually bill from — not a slide deck.