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Step 3: Match Invoice Lines to PO/Receipt Lines

With the correct Purchase Order (PO) or Goods Receipt (GR) selected in the matching modal, link the individual invoice lines to their corresponding PO/GR lines.

Steps:

  1. Identify Corresponding Lines: Compare the invoice lines (usually shown on one side of the modal) with the PO/GR lines (shown on the other side). Find the lines that represent the same item or service.
  2. Match Lines: Click the Match line button or link next to the corresponding lines on both the invoice side and the PO/GR side. Zudello will link them.
  3. Adjust Quantity (If Necessary): Zudello usually defaults the allocated quantity to the lesser of the invoice line quantity and the remaining PO/GR line quantity. If you need to adjust this (e.g., for partial matching), use the arrows next to the Allocated Qty field on the PO/GR side.
  4. Repeat: Repeat steps 1-3 for all invoice lines that need to be manually matched.
  5. Close Modal: Once all necessary lines are matched, click Close.

What Happens Next?

The matching modal closes, and the invoice viewer updates.

  • The linked PO/GR number should now appear correctly on the invoice header.
  • The matching icons next to the invoice lines should update to reflect the manual matches (e.g., changing from red crosses to green ticks or yellow variance icons).
  • You can now proceed with coding and submitting the invoice.

End of Tutorial

You have successfully manually matched an invoice to its corresponding PO or GR!

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