Offer invoice for matching

After the invoice has been received in AP Automation, one or more orders can be linked to the invoice.

By using the icon behind the Order Number field it is possible to enter order numbers directly.

The open orders from this vendor are shown via 'Show open orders'. Within this overview you can also search for orders from another supplier, or directly by order number. The lines of the relevant order can be shown in the overview by means of the '+' button.

• It is possible to sort the overview using the sort icon and filter on various criteria using the filter icon including: Order numbers, Order placed by, Currency, Amount and PO. lookup.
• With the use of the Column order is it possible to move columns and make columns visible and invisible. A column will be visible when the slider is moved to the right (on green) and hidden when moved to the left (on grey). Both header and line columns can be sorted in this menu. 

By checking and saving one or more orders, these orders will be added to the invoice. The lines of the order(s) are immediately visible.

Once the header of the invoice has been coded, the correct orders have been added, and (if needed) additional cost lines have been added, the invoice can be processed for matching.