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How your invoice was matched to the goods receipt

How your invoice was matched to the goods receipt

See how your invoice matched your customer's goods receipts · presentation 3 of 4 · for the outside party — you are not our staff Read the transcript · Back to the series

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See how your invoice matched your customer's goods receipts · presentation 3 of 4

How your invoice was matched to the goods receipt

You can open a purchase invoice in your customer's portal, read the Doc Link tab as the record of what it was drawn from…

The invoice in their books

Step 1 — Know whose invoice you are reading

You will read the screen correctly.

What this step names
  1. It is your customer's record of your invoice
  2. Keyed or imported into their books
  3. It appears to you only once they have finalised it

Step 2 — Open the Doc Link tab, which is the match

You will know where the matching is recorded.

What you do
  1. Copy From lists what this document was drawn out of
  2. Copy To lists what has since been drawn out of it

Step 3 — Understand that the link was made, not found

You will know why the chain is reliable.

What this step names
  1. The link is written at the moment your customer draws one document…
  2. Pulls in the goods received note
  3. The link and the quantity taken are recorded then and there

What an empty link tab means

Step 4 — Learn the three ordinary shapes

An empty Copy From will stop looking like an error.

What this step names
  1. The full one is order
  2. Then goods received note
  3. Then invoice
  4. Every step carries a link

Step 5 — Do not read a receipt as stock, or an invoice as payment

Two common assumptions will stop costing you time.

What this step names
  1. It is not a refusal
  2. It is not a dispute
  3. It is not a promise about when

When it does not agree

Step 6 — Turn a disagreement into one sentence

You will raise a problem in a form somebody can act on.

What you do
  1. Work the chain backwards and stop at the first document that disagrees with yours

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What your customer ordered, and how much of it is still to come — transcriptHow your invoice was matched to the goods receipt — transcript