Find answers about invoice matching
What is invoice matching?
Invoice matching links an invoice line to purchase order data and, when available, receipt data. This helps a reviewer compare what was invoiced, ordered, and received.
The exact field labels and available references depend on your company schema and connector data.
What is the difference between two-way and three-way matching?
- Two-way matching compares the invoice with a purchase order.
- Three-way matching also compares receipt data.
Three-way matching requires the connector and company schema to provide receipt references. It is not a universal feature toggle, and the labels shown in one company's workspace may differ in another.
What happens when a three-way comparison finds a difference?
Three-way match tolerance runs as Warn by default for standard invoices. A company with Manage validation checks can choose Warn or Review and set allowed price, quantity, and receipt allocation differences under Settings > Configurations > Validation checks.
The result tells a reviewer which comparison needs attention. Review the matched records and the configured tolerances before changing invoice data.
How do I review an invoice line match?
- Select Invoices in the left navigation.
- Open the invoice you need to review.
- Select Line item view.
- Select Review view or Table view.
- Open the line that needs attention.
- Use the Matching block to review Purchase Order, PO Line Item, and Receipt Line.
Only the references available to your company appear. See Match an invoice for more guidance.
Can a partial shipment cause a unit-basis result?
Yes. Unit-basis mismatch detection can point to a legitimate partial shipment as well as a unit-of-measure problem. Confirm the delivered quantity and unit of measure before changing the invoice.
The check uses Price agreement threshold (%), Unit-basis quantity ratio, and Minimum extended-amount gap ($) when those settings are available for your company.