Track Order-to-Cash Matching
A sales order's Details page shows a match score comparing ordered, delivered, and invoiced quantities — use it before you close out an order, or whenever you're reconciling with the customer.
Reading it
| Element | Meaning |
|---|---|
| Match score | How closely delivered and invoiced quantities track the ordered amount |
| Document flow bar | The chain visually: SO → Delivery Note → Invoice → Payment |
| Audit trail | Confirm, submit, approve, cancel, and email events, with line-level changes |
If the match score looks low
Post a delivery note for each shipment, then create the invoice for whatever's been delivered — or link an existing invoice manually with an allocated quantity that doesn't exceed what's still open to invoice. Once documents are properly linked, the score reflects reality rather than looking artificially low.
Documents, attachments, and audit
| Feature | Where | Needs |
|---|---|---|
| Print / PDF | SO Details, on confirmed orders | View sales |
| Email customer | SO Details | Edit sales |
| Attachments | Upload quotes, customer POs, emails | Edit sales |