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Three-way matching: resolve invoice and delivery exceptions

An invoice can agree with the order while the delivery is short. Compare the invoice, purchase order, and goods receipt to find differences before your approval decision.

Finance needs to know what was ordered, billed, and received. The three-way workflow compares invoice-to-order and invoice-to-receipt values and brings the differences together for review.

Ordered versus invoiced

Check quantities, unit prices and totals against the purchase order.

Invoiced versus received

Find quantity differences between the invoice and delivery record.

Document details

Review supplier details, currencies and document-header differences alongside the line comparisons.

Ordered versus invoiced

Check quantities, unit prices and totals against the purchase order.

Invoiced versus received

Find quantity differences between the invoice and delivery record.

Document details

Review supplier details, currencies and document-header differences alongside the line comparisons.

  1. 1Use an invoice, its purchase order and the corresponding goods receipt or delivery note. All three files are required. Start with a PDF of each of the three documents.
  2. 2Compare the same item across the invoice, purchase order and goods receipt. The result brings pairwise differences together for your review.
  3. 3Save the result in your workspace and follow up on differences.
  • Partial delivery — Review invoiced quantities against the goods receipt.
  • Price disagreement — Compare invoiced unit prices with the purchase order.
  • Supplier follow-up — Use the compared values to explain the discrepancy.

Which files should I upload?

Start with a PDF of each of the three documents. Use an invoice, its purchase order and the corresponding goods receipt or delivery note. All three files are required.

What if I do not have a goods receipt?

Use invoice-to-PO matching for a two-document check. Three-way matching requires the delivery record as well.

How do I run more checks?

Choose a paid plan for repeat runs and saved history. You can try the free workflow before choosing a plan.

Related practical guides

Three-way matching: resolve invoice and delivery exceptions

Compare what was ordered, invoiced and received. Upload the invoice, purchase order and goods receipt to review quantity, price and document differences before approval.

You decide whether to approve a payment or change accounting records.