In this section, we will show you how to manually match Purchase Orders (PO) and invoices.
Occasionally, an Invoice may appear without auto-matching to a Purchase Order. This means the Invoice will remain flagged and the Purchase Order will continue to be accrued for until the two documents are matched together.
Note - You can only match a Purchase Order with an invoice from the same Supplier.
Match an Invoice to a Purchase Order
1. Go to [Documents] [Purchase Orders]. Search for the PO you want to match your Invoice to and click the blue [Crosshair] button.
2. In the pop-up window, search for the Invoice you want to link to your Purchase Order and click the [Link] button.
You have now matched your Invoice to its Purchase Order.
Match a Purchase Order to an Invoice
1. Go to [Documents] [Invoices]. Search for the Invoice you want to match your Purchase Order to and click the blue [Crosshair] button.
2. In the Invoice screen, search for the Purchase Order you want to match to your Invoice, then click the blue [Match] button.
You have now matched your Purchase Order to an Invoice.
Note - Once two documents have been matched, it cannot be reversed.
If you have incorrectly linked two documents, you will need to delete the Invoice and re-enter it or have it resent into Purchase Plus to match it to the correct Purchase Order.
Link Invoice line items to Purchase Order line items
Note - Matching an Invoice & Purchase Order manually, might require you to link the invoice line items manually to the Purchase Order line items.
1. In the Invoice body, click on the [Unlinked/Link] dropdown section as seen below. The drop-down will present a list of line items from the Purchase Order. This field is also searchable depending on how many line items are on the invoice.
2. Select the correct Line Item and press 'Enter' on your keyboard.
For more details on linking invoice line items, follow help guides: