Order, delivery, invoice: one thread.

Purchase orders, delivery notes, freight and customs invoices and credit notes arrive separately. Filetable links them by order number, supplier and product — so every order shows, line by line, what was delivered, invoiced and credited, and what's still missing.

The challenge

Checking an invoice against its order and delivery note means three documents on three screens.

Partial deliveries and returns make quantities drift — and invoices don't wait for them.

Freight and customs costs never land on the order they belong to.

How Filetable handles it

Orders, deliveries and invoices, line by line

  1. Receive

    Orders, delivery notes, invoices and credit notes are uploaded, forwarded by email or scanned at the warehouse.

  2. Understand

    Each document is classified and its lines extracted: products, quantities, prices, customs values.

  3. Connect

    Delivery notes and invoices link to their order by its number; suppliers and products are matched to your directories; credit notes link to the invoice they correct.

  4. Organize

    Views group open orders by supplier, with delivered, invoiced and remaining quantities computed from the linked lines.

  5. Act

    Alerts flag the lines invoiced beyond what was delivered, and the orders delivered but not yet invoiced.

What you get

A three-way view

Order, delivery and invoice on one record.

Quantities that add up

Delivered, invoiced and remaining, computed from the lines.

Costs on their order

Freight and customs land on the order they belong to.

Documents involved

Supported documents

Features at work

Frequently asked questions

Can it match line by line?

Yes. Lines are records too, linked to their order lines and to your product catalogue.

What about international shipments?

Freight and customs invoices — with customs values and regimes on their lines — link to the shipment and the order.

And credit notes and returns?

A credit note links to the invoice it corrects and a return to its order, so amounts and quantities stay right.

Related use cases

All use cases

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Invoices
Bank statements
Contracts
Payslips
Receipts
Orders
Delivery notes
Quotes