Order matching is usually an automatic process that runs in the background and matches your receipts to invoices. However, you may still need to manually match a receipt, for example when:
- You want to make a manual change for the receipt.
- The rematch period has expired.
- The receipt has not been found for the relevant invoice.
- Automatic matching has failed.
The order-matching screen can be found by pressing the button above the invoice header (see 1), or the button in the worklist (2).
Order matching options in Easy Invoice
Below is a description of the items in the image and their functions:
3. Invoice image: Opens the invoice image.
4. Load: Reloads the receipt lines.
5. Binoculars: Shows the conditions on which receipts are searched. Non-grey fields can be changed to retrieve new data by pressing the button at point.
6. Excel: Exports the receipt lines to an Excel file.
7. Copy booking: Copies the selected lines to the invoice lines as booking lines. You can select and copy lines individually or all of them.
8. Book differences: Enters possible differences such as rounding differences or transport costs. Templates can be customized.
9. Automatic matching: Have (as many) lines matched automatically. You can then make adjustments before saving and returning to the invoice.