You'll see the matching status Part match against an invoice or order if the value of the invoice is less than the value of the matching order.

This matching status can only appear if you have the invoice matching setting Match Supplier, Purchase Order Number and Amount selected in Company management.

A part match could happen for various reasons, including:

• The supplier has applied a discount after you placed the order.
• The supplier hasn't been able to fulfil the entire order, & has therefore billed you for less than the value of the original order.
• The supplier has mistakenly invoiced you for the wrong amount, or your original order was for the wrong amount.
• The supplier has split your order between more than one invoice, & the remaining invoices are yet to arrive in the system.

You have three options for dealing with a part match:

• Process the invoice as normal
• Close the order for matching
• Undo the match

Process the invoice

If you're happy that the part match has occurred for a valid reason (see list above), you might decide to take no action & process the invoice as normal. It's possible to process, submit for approval, & fully approve an invoice that has the matching status Part match.

Close the order for matching

If you're happy that the part match has occurred for a valid reason, & the order isn't awaiting further invoices for matching, you might want to close the order for matching.

This will stop it being matched to any future invoices, & will change the order’s matching status to Closed for matching.

1. On the homepage, click Manage invoices.
2. Go to the Approved tray.
3. Hover over the order in the Invoice match column, & click Close for matching.
4. Enter a reason for closing the order for matching, & click Close.
5. The order matching status updates to Closed for Matching.

   The option Reopen for matching is now displayed when you hover over the order under the Invoice Matching column.

Undo the match

You might want to undo a part match if you no longer want the invoice to be associated to that order.

This could be because the supplier is planning on re-issuing a new invoice due to the previous one containing an error.

Undoing the match will change the status of the order to None, & the invoice's to Pending so that they can both be correctly matched to another transaction.

1. On the homepage, click Manage invoices.
2. In the tray where the invoice is, hover over the invoice in the PO match column & click Undo match.
3. Enter a reason for undoing the match, & click OK.
4. The matching status of both the invoice & the order changes to None, & they can now be matched to the correct transaction.