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Match new invoices to the right sales record.

Illustrative idea, not a published runnable template. Grunt is prelaunch; live service is paused and live provider connections and outcomes remain unverified. The steps, providers, and outcomes below describe a concept.

When a new invoice is registered, use its purchase reference to find a related sales record and prepare the details for review. Make missing references and unmatched records visible, and keep any paid-status change pending until a person verifies the invoice and its payment.

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Actual availability depends on published steps, supported connections, permissions, and provider approval.

Illustrative workflow and outcome
New invoice registeredA newly registered invoice with an available purchase reference and status
“Check for a purchase reference, locate the matching sales record, and prepare a proposed payment-status update and internal notice for a finance reviewer.”
Work through the request.

Clear tasks, with review where it matters.

  1. Review the new invoice details
  2. Check for a purchase reference
  3. Find the related sales record
See all 5 tasks
A review item linking the invoice and sales record, with any proposed status change held for an authorized person to approve.

What this workflow could do

Helps a finance or sales team connect new invoices with relevant deals and spot records that need reconciliation.

Review points proposed in this idea

An invoice being registered does not by itself prove that it has been paid. Verify the purchase reference, invoice status, amount, currency, customer, and matching deal; require an authorized person to approve any financial record change or customer-facing update.

How the idea could work

Select an illustrative task to explore its proposed role. No workflow runs here.

Explore the sequenceStep 1 of 5

  1. Gather the invoice reference, purchase reference, customer, amount, currency, and current payment status.

Step 1 of 5

Review the new invoice details

Gather the invoice reference, purchase reference, customer, amount, currency, and current payment status.

Proposed setup considerations

These are planning notes for the concept, not instructions for a currently available template.

  1. 01

    Choose invoice and sales-record sources

    Select the invoice and deal records to compare and confirm which purchase reference links them.

  2. 02

    Define unmatched and missing-reference handling

    Choose where incomplete invoices go and who resolves an uncertain or absent match.

  3. 03

    Assign financial record approvers

    Name who verifies payment evidence and approves a paid-status change or related communication.

  4. 04

    Test paid, unpaid, and unmatched examples

    Check several invoice states and reference cases to confirm registration alone never marks a deal paid.

Read the prelaunch status

Published templates and verified customer availability remain pending.

A little help with the whole task

A little less busywork.
A little more room for you.

Explore the sample experience while launch details are being finalized.

View pricing status Explore the simulation