Review invoice matching

Compare the invoice with purchase orders and receipts, then decide whether the records agree.

What matching compares

When supported records are available, Clerked compares the invoice with purchase orders and receipts. The invoice workspace shows the selected record, line-level relationships, and differences relevant to review. The matching panel shows the purchase-order line’s quantity and unit price when your company’s purchase-order information includes them.

Read quantities and units carefully

Check the purchase-order number, vendor, item, quantity, unit basis, price, amount, and receipt state in business context. A similar number is not enough when packaging, partial receipts, or line selection differs.

Make a review decision

1. Open the matching details. Select a line’s Edit action or match indicator, then read the selected purchase order and receipt context before changing anything.

2. Confirm the intended lines. When you change the purchase order, reselect only lines that belong to this invoice. Clerked clears incompatible line selections instead of silently carrying them to another purchase order.

3. Resolve a real difference. Correct invoice data when the source invoice is wrong. Use the connected-system process when the purchase order or receipt is wrong. Receipt columns appear only when that line has receipt allocation evidence. Do not force an unrelated match only to clear a warning.

4. Recheck coding and validation. A match change can fill related coding and replace earlier overrides where your company uses purchase-order defaults. Review the resulting fields, totals, warnings, and approval readiness.