Upload and match a dropship invoice

Upload and match a dropship invoice

Once you sync Tipalti with NetSuite so it can collect item fulfilments (IFs), and set up your payee as a dropship vendor, you can begin the PO matchingThe process of matching goods and services from purchase orders to invoices (2-way matching), and receipts (3-way matching) process. The matching process helps you check which goods were shipped to your customer’s address.

Upload a dropship invoice

Follow the steps in Add invoices.

Match a dropship invoice

To match a dropship invoice:

  1. Click Bills in the left menu.

  2. Click the PO matching tab and select a bill listing.

  3. Follow the steps to carry out 3-way PO matching.

    4. Instead of matching receipts, you match Item fulfillments (IFs) and check the item quantity (Qty) is the same in IFs and the PO lines.