Manually matching receipts

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.

Button for automatic matching

The order-matching screen can be found by pressing the button above the invoice header (see 1), or the button in the worklist (2).Button for automatic matching in the worklist

 Order matching options in Easy Invoice


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.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.

Book differences: Enters possible differences such as rounding differences or transport costs. Templates can be customised.

9. Automatic matching: Have (as many) lines matched automatically. You can then make adjustments before saving and returning to the invoice.