Undo a match

You can undo a match that has been either done automatically by the system, or manually by you.

Follow the steps below to undo a match:

Step 1

On the homepage, select Manage Invoices.

Step 2

In the Unprocessed tray, hover over the invoice in the PO match column.

A message appears stating the invoice has been matched to an order.

Step 3

Select Undo match.

Step 4 (optional)

A message appears asking if you're sure you want to undo the match.

In the box, enter your reason for undoing the match.

Step 5

Select OK complete the unmatching.

Alternatively, select Cancel if you don't want to undo the match.

Step 6

The invoice matching status updates to Pending. You now need to manually match the invoice to the correct order.

Go to The Pending status to see how to manually match a pending invoice.