# Paid Invoice Near-Match Review Hold

Keep a small bank difference from triggering an edit to an already-paid customer invoice.

## Scope
Preparation and review only. No account action or professional decision.

## Inputs
Invoice/payment IDs, paid status, bank reference, exact amounts and accountant instructions.

## Workflow
1. Compare exact amounts and IDs rather than treating close values as equal.
2. Keep bank fees, partial payments and missing records as hypotheses until sourced.
3. Flag the documented need for accountant review and the paid-invoice edit boundary.
4. Return an exception note without changing paid invoices or accepting a difference.

## Output contract
invoice | paid_status | bank_amount | ledger_amount | difference | hypothesis | reviewer

## Fictional acceptance test
Fictional paid invoice 100 and bank 99 differ by 1. A fee is a hypothesis without fee evidence. Do not alter the paid invoice to 99 just to balance the reconciliation.

## Review gates
Keep original values, source IDs and version dates. Unknown facts stay held. Use qualified review for hiring, legal and accounting conclusions. No send, share, sign-in, scheduling, ledger change or payment. Fictional contract review is not a live account compatibility test.

## Method source
https://quickbooks.intuit.com/learn-support/en-us/help-article/statement-reconciliation/fix-issues-end-reconciliation-quickbooks-online/L3mZimyAb_US_en_US

Checked October 12, 2026. Oct12 live AIS Search Console: marketing Copilot37 impressions, Planable/Claude38, Planable/ChatGPT24, campaignbrief12, investoragent19, MuseIndia100. Social calendar/reporting topics follow parent-query leads; other professions follow documented workflow needs, not measured exact intent. Site impressions are not monthly volumes; exact topic volume is unmeasured.