Compare Invoices to the Signed Order Form

When you’re preparing for renewal negotiations, it’s crucial to ensure that the invoiced items align with your signed order form. This feature helps you line-match the extracted PDF data to your SKU list, allowing you to quickly identify any discrepancies. If you notice new line items that weren’t part of the original agreement, this can be a key point of discussion during negotiations, helping you avoid unexpected charges.

To get started, first, upload your invoice PDF and your signed order form into BillToSheet. The tool will automatically extract the relevant SKU information and match it against your order form. Be sure to double-check the flagged items for accuracy, as sometimes similar SKUs can lead to confusion. Additionally, keep an eye out for variations in naming conventions between the invoice and the order form, as this can affect the matching process.

One common pitfall to watch for is the potential for missing line items due to formatting issues in the PDF. If the invoice was poorly scanned or contains non-standard layouts, the extraction process might not capture all necessary details. To mitigate this, consider reviewing the input files for clarity and consistency before uploading them. This proactive step can save you time and ensure that your negotiations are based on accurate information.