Match an invoice with an existing Purchase Order in Airbase.
Step 1: Upload the invoice.
- Go to Bill Payments > Inbox.
- Click on Upload an invoice.
- Select the file from your computer.
The invoice will be populated in the Inbox
There are other ways to upload an invoice. Click here to know more.
Step 2: Match the Purchase Order.
- Click on the invoice
- In the Create a Bill page, click on Match to Purchase Order option.
Search for the existing Purchase Order and click Match.
Step 3: Create a Bill.
Fill in additional information-
- Invoice Info
- General ledger info
- Approvers (if required)
Click here to know more about creating a bill.
Step 4: Payment request approved.
Once the payment request is approved, you will receive an email from Airbase with confirmation.