Purchase order matching on every invoice line

Invoice Harbour syncs active purchase orders from your care platform. When a client’s care partner raises a PO for a third-party service, it is synced in and shown on the invoice for that client and vendor. There is no separate PO module for finance to maintain.

No. Purchase orders are optional. Invoice Harbour publishes supplier invoices to your finance system and your care platform whether or not the lines are matched. If you raise purchase orders in your care platform, the relevant ones are shown on each line for finance to attach.

When a line is matched, the open PO lines for that client and vendor are listed, and the one dated closest to the line’s service date is highlighted as the best match. Finance confirms the suggestion or picks an alternative. The match is finance’s decision, not an automatic one.

The invoice shows that there are no PO lines to match. Finance can approve the line without one; the invoice is then confirmed as ad hoc or mixed before it publishes, and still goes to your finance system and your care platform.

No. An invoice is matched to one purchase order. Different lines on the invoice can match different lines of that order, so one invoice can cover several services or dates for a client under the one PO, and each line carries its own match.

Yes. Lines that were planned are matched to their purchase order lines, and a line for something unexpected is approved as ad hoc on the same invoice. The invoice is confirmed as mixed before it publishes and still goes to both systems.

Support at Home doesn’t require POs, but the funding pressure is real: providers wear the cost of any overspend on a client’s budget. For providers who raise POs in their care platform, matching each invoice line to its PO at the moment of approval gives finance a clear authorisation trail and makes it easy to keep client balances accurate as invoices are processed.