Import PO lines to a part-matched invoice

Copy missing lines from an order to the part-matched invoice

When you're processing a part-matched invoice in iCompleat you can use our Import PO lines feature to copy missing lines and their coding from the matching order.

You can also use it to copy multiple order lines if an invoice has lumped your order into a single line.

You can replace individual invoice lines, or even multiple invoice lines that aren't quite matching up to the corresponding order.

If you do happen to create a slight over match or an under match when you copy lines, Compleat will flag this up on the invoice summary page, and you can correct the totals however you see fit.

Follow the steps in this article to import PO lines.

1. Open the invoice you need to copy lines to.
2. In the bottom-right corner of the invoice summary, go to Actions, and select Import PO lines.
3. A list of lines from the matching order appears.

   Select the checkbox next to the lines you'd like to import to the invoice.

4. When you're happy with your selection, click Submit.

   If the value of the imported lines will exceed the invoice value, a warning message will appear, and you can either proceed with the imported lines, or go back and amend your line selection.

   
5. The invoice updates to include the copied orders lines and you can process it as normal.

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