Purchase order matching

Where to find it

Incoming invoices → open an invoice → Purchase Orders card → Line items panel; or Purchase orders → open a PO → invoice-line selector

✅ Common tasks

Review a purchase order match

1. Open the incoming invoice and find the Purchase Orders card

2. Check each linked PO's number, amount and status dot

3. Click a PO row or the expand icon to open Line items

4. Watch for a red "!" badge, which means a mismatch was found

5. Compare billed quantity, unit price and remaining PO balance

A spinning "Matching purchase orders…" indicator means AI matching is still running.

Assign an invoice line manually

1. Open the invoice's Line items panel or the PO's invoice selector

2. Click "Select invoice" on the relevant purchase order line

3. Search by invoice number or line description

4. Pick the invoice, then the specific line to link

5. Confirm once you see "Invoice linked successfully"

An invoice needs at least one line item to appear in the selector.

Change or remove a match

1. Open the selector for the linked line (shows "Change linked invoice")

2. Pick a different invoice line to replace it, or clear the selection to unlink

3. Hover the Purchase Orders card and use the trash icon to unlink a whole PO

4. Confirm the card and line statuses update afterward

Only Confirmed or Closed purchase orders with a supplier assigned can be linked to an invoice.

🔗 See also

• Purchase orders

• Linking invoices to purchase orders and receipt status

• Purchase order line items and fields

• Reviewing and editing incoming invoice line items

• Purchase order tabs, statuses and bulk actions