Mismatch Troubleshooting Guide

Your End of day Reconciliation Report helps you quickly reconcile daily transactions by highlighting discrepancies between Avimark and Vetsource Payments in yellow.

The top-level widgets provide a clear overview of all differences, streamlining your reconciliation process.

To manage these flagged mismatches, click the three vertical dots on the right of the transaction. From there, you'll have the option to:

• Fix it to clear the discrepancy. The How to fix this? option will guide you to a possible resolution.
• Dismiss it to close the report without resolving that specific item.

Dismissing a mismatch will turn the transaction line green to clearly indicate those discrepancies without a resolution and will need special attention when reconciling with your Avimark payment entries.

How to resolve the most common mismatches

[Avimark] Transaction was not processed in [Vetsource Payments]

A mismatch can occur if a payment is registered in Avimark but not processed through the Vetsource platform. This might happen for two reasons:

1. The payment pop-ups did not appear or were accidentally closed. For more details on this specific issue and how to resolve it, please see the Collecting a payment through the Vetsource Payments platform resource.

 You can reopen a recently closed pop-up by clicking the Vetsource Payments icon in your computer's taskbar tray. 

1. The payment was registered in Avimark but collected using a different payment method. To resolve this, go to the Collect Payment tab in your Administrator's portal, find the invoice causing the mismatch, click the three vertical dots to the right of it, and select the appropriate option. Clearing the invoice will remove the mismatch and reconcile your end-of-day balance.

[Vetsource Payments] Transaction not matched in [Avimark] because the invoice was not found

If a temporary communication error prevents Avimark and Vetsource Payments from syncing, you can still process payments directly through the payments platform. Reference Collecting a standalone payment.

If the payment is registered in Avimark, and matches the invoice number, client and the amount of payment correctly, this mismatch will resolve itself when the data connection is restored.

If the mismatch persists, we suggest dismissing it. Your balance from Avimark should balance with the Vetsource Payments Balance.