Linking invoices to purchase orders and receipt status

Where to find it

Purchase orders → open a purchase order → invoice matching / linked invoice controls

✅ Common tasks

Link an invoice

1. Open a confirmed purchase order that is open for invoice matching.

2. Use the invoice selector to choose an invoice from the same supplier.

3. Select an invoice with line items.

4. Review the linked invoice number.

5. Change the selection to relink it if needed.

The picker only shows non-archived invoices for that supplier.

Match invoice lines

1. Open the purchase-order line you want to match.

2. Use the line-level invoice selector to choose a specific invoice line.

3. Select the correct line when one invoice has multiple billable lines.

4. Repeat for other PO lines if needed.

5. Save the match on each invoice item and PO line.

Line-level matching is shown grouped by invoice, then by invoice line.

Review receipt status

1. Open the purchase-order invoice-match view.

2. Check each line status badge.

3. Review the over or under amount on the match.

4. Open match details to see mismatch reasons.

5. Compare invoice unit price with PO unit price when needed.

Treat the badge as a PO line receipt indicator, not an invoice approval status.

🔗 See also

• Incoming invoices

• Reviewing and editing incoming invoice line items

• Incoming invoice statuses and verification questions

• Purchase orders

• Purchase order matching