How to upload invoices and match the invoice line items to purchase order line items.
- Click on Purchase Orders -> All on the left sidebar and use the filters or search options to find the purchase order that you want to upload an invoice against.
- Click on the purchase order, scroll down, and click on the Invoices Tab, and then the Upload Invoice button.
- The items from the purchase order that are still open for invoicing will load into the invoice form automatically. Upload your PDF invoice. Enter the invoice reference number, the invoice issue, and due date. Edit, delete, or add invoice items.
- If you end up adding another invoice item to the form, don't forget to click on Match Items To PO to match the invoice items you added to a purchase order item.
- You can select which purchase order item to link the invoice item to here, and once done, click Match and it will bring you back to the main invoice form where you can click Save at the bottom.
Note:
Ensure you have permission to upload Invoices to Purchase Orders.
Click here to learn how to grant Invoice upload permission.
Tip:
If your Supplier uploads the invoice directly to the Purchase Order through the Supplier Portal, you can skip all the steps listed below and simply view your new Invoice directly from the Invoice section.
Still have a few questions? Use the Live Chat Icon in the bottom right-hand corner or send an email to support@procurementexpress.com to get in touch with the friendly support team.
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