Invoice matching is when iCompleat receives an invoice and automatically matches it to its corresponding order. You can customise invoice matching so that iCompleat will copy header and line details from orders and automatically apply them to incoming matching invoices, saving you time during invoice processing.
Invoice matching is switched on by default. You can easily switch it on or off any time. If you have multiple companies in iCompleat, you'll need to configure invoice matching for each company individually.
Follow these steps to switch invoice matching on or off.
- On the homepage, select Configuration.
- Go to Matching.
- In the What type of transaction drop-down, select Invoice and credit notes.
- Select your preferred criteria for matching from the drop-down.
If you want to switch off invoice matching, select Do not match. Your changes save automatically.
You might select Match supplier and purchase order number if it's common for the net amount on your suppliers’ invoices to differ slightly from the net amount on your orders.
- Switch the Copy header details from order? toggle on or off.
Switching this on means that when an invoice arrives in the system that matches an order, iCompleat will automatically duplicate the header coding from the matching order.
- Switch the Copy line details from order? toggle on or off.
If you switch it on, you now have another option to copy line details from an order only when the invoice has the same number as lines as the order.
Switching this on means that when an invoice arrives in iCompleat that matches an order, you don’t have to code the line details because iCompleat will automatically duplicate the coding from the matching order.
- Your changes save automatically.