Link Purchase Order (P.O.) to Invoice in DPO

The P.O. Matching View allows users to initiate the invoice linking process directly from the purchase order side. This method works in the same way as linking from the invoice view but starts with the P.O.

Good to Know

• The system automatically suggests the most relevant invoices based on their content. However, suggestions can always be reviewed and adjusted manually
• Multiple invoices can be linked to a single P.O. item, for example, in the case of partial deliveries.
• Before confirming the linkage, net amounts, account codes, and department assignments should be carefully reviewed

How to link a P.O. to an invoice

1. Go to Invoices → Matching and switch the view from Invoice to P.O.
2. Select the relevant P.O.; suggested invoice matches will appear on the right.
3. Click the link icon next to the correct invoice and select Link Invoice to Item to complete the match

Matching Window (Step 2/2)

Inside the matching window, you can:

• Edit the item name
• Assign or confirm the department
• Review or update the Chart of Accounts
• Finalize the link

Final Matching Options

• “Link Invoice to Item” or
• “Link Invoices and Close P.O. Item”

Use the second option when the invoice fully covers the P.O. item and the position should be completed and closed.

Approval Process

The final step is sending the invoice into the approval workflow.

Depending on your configuration, this happens in one of two ways:

Automatic Approval Workflow:

Fully matched invoices are automatically transferred into the approval workflow. No additional action is required.

Manual Approval Workflow: Each invoice must be sent manually for approval.

How it works

1. Use the filter view to display: only fully matched invoices
2. Open the desired invoice
3. Click:** “Send Invoice for Approval”**

After submission, the invoice enters the configured approval workflow automatically.

Any Questions?

Our support team is happy to help:

Email: support@digitalpurchaseorder.com

Phone: +1 888 376 7254

Or schedule a free demo – we look forward to hearing from you

Updated on: 29/05/2026