Incoming invoice → open the line items / purchase orders panel
Open the invoice and go to the Purchase Orders card.
Look for purchase orders marked with a mismatch alert or remaining amount.
Open the line items panel to see invoice lines and PO lines side by side.
Check the matched purchase order number, line description, quantity, and amount differences.
Open the purchase order number in a new tab if you want the full PO details.
A card only appears when the invoice already has purchase order matches.
Open the line items panel on the invoice detail page.
Find the purchase order line you want to link.
Choose the supplier’s invoice from the Select invoice dropdown.
Pick the matching invoice line item, not just the invoice header.
Wait for the success message before moving away.
The picker only shows invoices for the same supplier and only invoices with line items.
Open the purchase order’s invoice matches view.
Select the invoice to link to the purchase order.
If you do not choose line assignments, Cashfeed tries to pair lines in order.
Make sure each assignment points to a valid PO line and invoice line.
Save the link and review the refreshed match summary.
Manual linking only works for confirmed, open purchase orders with a supplier.
Review the amount over PO at the purchase order summary level.
Look for remaining amount on matched purchase orders.
Inspect mismatch details for billed versus PO amount.
Check quantity mismatch details when units or quantities differ.
Use the line-level view to confirm the exact invoice item that caused the mismatch.
A match can still be flagged when the billed amount or quantity differs from the PO.
Open the invoice line items panel, not the main invoice list.
Check that the invoice already has purchase order matches.
Refresh the invoice after linking a match.
If the card still does not load, contact Cashfeed support.
Use an invoice from the same supplier as the purchase order.
Make sure the invoice has at least one line item.
Check that the invoice is not archived.
Try searching again after the invoice is saved.
Confirm the purchase order is confirmed or closed.
Make sure the purchase order is open for invoice matching.
Check that the invoice supplier matches the purchase order supplier.
Contact Cashfeed support if the order still cannot be linked.
Pick an existing purchase order line from the current order.
Pick an existing line item from the selected invoice.
Recreate the assignment using the line picker instead of typing values.
Contact Cashfeed support if the UI still shows a valid line as invalid.
Check for other invoices already linked to the same purchase order lines.
Review the invoice line quantities and unit prices.
Open the purchase order line details and compare the remaining amount.
Refresh the invoice after saving the latest match.
