Lockbox - identifying customer
Can anyone confirm that the only way the lockbox process can identify the customer is either having the customer account # in the file, or having the MICR (routing and bank acct #) in the file?
I ask because in the documentation, it states:
"Lockbox can either validate customer data based on the following attributes or mark the receipt as Unidentified if no match is found:
-Customer account number is valid
-MICR number is calid
-Bill-to customer is from a matched invoice, if matching is enabled
It's the third bullet above that is unclear to me. What I'd like to know is: if there is no account number or MICR number in the lockbox file, but there