Invoice matching settings

Choose your custom criteria for matching invoices to orders

Your invoices can be automatically matched their corresponding order the second they arrive in iCompleat.

You can customise how invoice matching works so that iCompleat will copy header and line details from orders and automatically apply them to incoming matching invoices at header and/or line level, saving you valuable 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.

1. On the homepage, click Configuration.
2. Click Ordering & matching.
3. Go to Matching.
4. 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.

   
5. 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.

   
6. 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.

   
7. You can make further matching configurations for part matched and over matched invoices to determine whether line and/or header analysis will be copied from matching orders.

   From the Match type drop-down on the right, select the type of match to configure.

8. From the Copy header analysis drop-down, select your preferred option.

   The options are:

       - Disabled

       - Run when an invoice or credit note is received

       - Run when matching is performed

9. From the Copy line analysis drop-down, select your preferred option.

   The options are:

       - Disabled

       - Run when an invoice or credit note is received

       - Run when matching is performed.

10. That's it!

    You've successfully configured your matching settings.

 Still got questions? Comment below and let us know how we can improve this guide.