---
schema_version: "1"
id: 1b142d12b4f100fb36b0b3d0241a291bf201e638e5d8ef333a11945f9e8db382
title: Reconcile Payments and Review Results
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_payment_reconciliation_run.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_payment_reconciliation_run.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1ebe231f29ce126fcf7a3d71b6facea7144197776c11f448589d326cff9938a2
description: Payment reconciliation connects the data you prepared in Data 360 with your billing records. After you share your payment advice and payment proof documents through the connector of your choice, Data 360 ingests them, Document AI extracts the data, and your batch data transforms convert it into the fields that Billing needs. When you run the reconciliation transforms, Billing pulls in this data, matches each payment advice against the bank’s payment proof and your open invoices, and creates reconciliation records. Your accounts receivable team then reviews the matched and unmatched records.
products:
  - Revenue Cloud
release: "264"
---
# Reconcile Payments and Review Results

Payment reconciliation connects the data you prepared in Data 360 with your billing records. After you share your payment advice and payment proof documents through the connector of your choice, Data 360 ingests them, Document AI extracts the data, and your batch data transforms convert it into the fields that Billing needs. When you run the reconciliation transforms, Billing pulls in this data, matches each payment advice against the bank’s payment proof and your open invoices, and creates reconciliation records. Your accounts receivable team then reviews the matched and unmatched records.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with <a href="https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&amp;release=264.0.0&amp;type=5">the Revenue Cloud Billing license</a>. Contact your Salesforce account executive for more information.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d106888e73">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d106888e73 ">To reconcile payments and review results:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d106888e73 ">
              <p>Billing Admin permission set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Data Cloud Architect permission
                set</p>
            </td>

          </tr>
        </tbody>
      </table>

Complete the [setup steps for payment reconciliation](https://help.salesforce.com/s/articleView?id=ind.billing_payment_reconciliation_setup.htm&release=264.0.0&type=5 "Set up payment reconciliation by preparing your payment data in Data 360 and deploying the payment reconciliation data kit that Billing uses to match payments against your invoices."), including deploying the payment reconciliation data kit.

1. Confirm that your latest payment advice and payment proof documents are ingested and processed into the PaymentAdvice, PaymentAdviceLineInvoice, and PaymentProof data model objects. To verify, view these data model objects in the [Query Editor in Data 360](https://help.salesforce.com/s/articleView?id=data.c360_a_query_editor_create_queries.htm&type=5&language=en_US).
2. In the Data Transforms tab in Data 360, run these payment reconciliation batch data transforms.
    
    - PaymentAdvicePaymentProofReconciliation
    - PaymentAdviceInvoiceReconciliation
    
    You can also run them by using REST API.
    
    - `POST /services/data/v68.0/ssot/data-transforms/PaymentAdvicePaymentProofReconciliation/actions/run`
    - `POST /services/data/v68.0/ssot/data-transforms/PaymentAdviceInvoiceReconciliation/actions/run`
    
    Billing matches the payment with payment proofs and invoices, and creates payment advice reconciliation records for you to review.
3. Open the payment advice reconciliation and payment advice invoice reconciliation records to review the matched and unmatched results.
    
    Each record shows how closely the payment advice, payment proof, and invoice match, including the difference in amount and in payment date.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-revenue-264-0-0-production-enus/91ca99c6-d5c8-4986-b961-c6b7801e0d0d/images/icon_note.png)

Note You can define and implement custom logic to accept, reject, and resolve the matched records, and then apply the payment to the appropriate invoice.

#### See Also

- [Batch Data Transforms](https://help.salesforce.com/s/articleView?id=data.c360_a_batch_transform_overview.htm&language=en_US)