Payment and invoice lookup
Find what payment settled an invoice, or catch every payment that never got one.
npx skills add wellapp-ai/skills --skill payment-invoice-lookup
Ask anything or use / for commands...
How the skill answers
Every step of the run, in order, with the card each one returns. A step that hands its work to another skill says which one.
- You ask
What happened with this payment?
- Pin the workspaceSkill useddefine-workspace
Workspaces
Pick the workspaces to work in.
Your workspaces - Confirm the connections this answer needsSkill usedconnect-tools
Connect a tool
Pick a tool to connect it to Well.
Available tools1 of 1
QuickBooks- Connection
- —
- Category
- Accounting
- Data
- Accounting
- Status
- —
- Last sync
- —
1 selected - Verify the data itself has landed
- Determine which workflow the user wants
- Normalize currencySkill usednormalize-currency
- If any required step errors or returns unusable data
- You get
Transactions
4 resultsThe €14,400 Stripe payout on 12 Jun matched invoice INV-2188 at high confidence, on amount and reference. Two other payments this month have no counterpart on file yet.
More skills to try
Every skill answers a different question from the same connected data. Add one, ask, and see the working.
Runway
Know how many months of cash you have at your current burn, with both sides of the division shown.
Runway Stress Test
See how long your cash lasts if a customer pays late, leaves, or you hire.
Cash position
Know how much cash you hold right now, with the accounts counted and the ones left out both stated.
Cost structure
See a company's or household's spend by category, supplier and trend; not for savings: use Subscription spend.
Money leak finder
Find the double charges and price rises in your bank debits, each with the dates and amounts your bank shows.
Receivables aging
See which customers still owe you money: the unpaid and overdue invoices, how late each is, and the total.
Frequently asked questions
What does match confidence mean?
How strongly the payment and invoice agree on amount, date, reference, and counterparty. A weak match is surfaced as weak rather than presented as settled.
Can it reconcile automatically?
It finds and scores the match. Confirming a reconciliation stays an explicit action so nothing is silently posted.
What shows up as unreconciled?
Any transaction with no linked invoice, and any invoice with no linked payment, both directions of the gap.
Ask your first question today
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