Automatic supplier matching and creation

Where to find it

Incoming invoices → open an invoice after processing to see the linked supplier; Suppliers (Companies) to review the result

✅ Common tasks

Understand how matching works

1. Cashfeed extracts supplier name, address, VAT and IBAN from the invoice

2. It first tries to match by VAT number

3. If no VAT match, it tries each extracted IBAN

4. If still unmatched, it tries the address, then the supplier name

5. Review the linked supplier on the invoice afterward

A shared IBAN or a VAT mismatch can make Cashfeed skip a match — check the supplier if the result looks wrong.

Keep suppliers ready for accurate matching

1. Add each supplier's VAT number in Suppliers

2. Add the supplier's payment IBAN to their bank account details

3. Keep supplier name and full address accurate

4. Avoid assigning the same IBAN to multiple suppliers

Never use your own organisation's VAT number for a supplier — Cashfeed will block creation.

Review a newly created supplier

1. Open the supplier created automatically from an incoming invoice

2. Check the name, address, VAT number, email and phone

3. Correct any incomplete details in Suppliers

4. Add the correct payment IBAN if missing

5. Set the intended default payment account if several IBANs were linked

Cashfeed only creates a supplier when the invoice has a real, non-placeholder name and auto-creation is enabled.

🔗 See also

• Suppliers (Companies)

• Editing incoming invoice details and suppliers

• Supplier verification prompts

• Trusted sender emails

• Incoming invoices