---
title: "Reconciling Against Forms"
slug: "reconciling-against-forms"
updated: 2026-04-16T05:06:42Z
published: 2026-04-16T05:06:42Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reconciling Against Forms

If you have transactions that have been received via an *infoodle* form, you can reconcile the transaction to match the form, ie mark it as paid.

          Note:

          

The transaction will only appear in the contacts profile and in the receipts screen **after** the form has been approved **and after** it has been reconciled in *infoodle*.

#### Here's how to reconcile a transaction to an infoodle form:

1. On the [Reconcile Screen](/v1/docs/reconciling-transactions) you will be presented with a prompt in a yellow box to mark a matching form transaction as paid. Note this prompt will only appear if the name and the amount on the transaction matches the incoming transaction details.

![ReconcileForms.jpg](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/ReconcileForms.jpg)

1. If there are credit card fees involved, it doesn't matter whether you enter the nett or the gross amount - it will still match to the correct form. The gross amount will appear on the receipt.  

[Click here for more information on how infoodle handles credit card fees](/v1/docs/credit-card-fees)

![reconcilingCCfees 1.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/reconcilingCCfees%20%281%29.png)

1. Click **Pay** to mark the form as paid.

#### Wrong amount to pay

1. If the transaction amount does not match the form amount but does match the name then the yellow prompt box will appear but it will say `Wrong amount to pay` as in the screenshot below. An example of this could be when a donor makes a lump sum payment via internet banking for a number of different transactions while some are on the form and others are not. Perhaps they were paying for an event ticket they purchased via your infoodle form as well as making a donation with a lump sum. You can use the split functionality to allocate it to the form.

![ReconcileFomrs.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/ReconcileFomrs.png)

1. To solve the Wrong amount to pay you will need to split the transaction so the transaction matches with the amount on the form by clicking **Split**.
2. In the first split, enter the name in the **Who** box, change the **Amount** to the amount that matches the form and click **Pay**.

![ReconcileForms2.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/ReconcileForms2.png)

1. In the second split, enter the name in the **Who** box, the outstanding **Amount** to be allocated and the relevant information in the **What** dropdown.
2. If you require more splits then click **Create more splits** otherwise click **RECONCILE**.