Extract Invoice References and Related Documents
Extract references to related invoices, quotes, contracts, and order documents. Link invoices to their source documents for audit trails.
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Frequently Asked Questions
What references can be extracted?
We extract quote numbers, contract references, order numbers, previous invoice numbers, amendment references, and any document IDs mentioned on the invoice.
How are references shown in the output?
Document references appear in the invoice details section, with dedicated fields for quote ref, order ref, contract ref, and related invoice numbers when present.
Can you extract credit note references?
Yes, when an invoice references a credit note, adjustment, or previous invoice it relates to, we extract those references for reconciliation.
What about proforma or draft invoice references?
References to proforma invoices, draft numbers, or preliminary documents are extracted when they appear on the final invoice.
Does the tool extract portal or system references?
Yes, references to customer portals, supplier system IDs, or external document numbers are extracted when present for cross-system matching.