We carefully review invoices placed in the Ready for Review folder to ensure they are accurate and ready to be pushed to your accounting platform.
If an invoice is unbalanced, you will see a red warning message. This means attention is required before the invoice can be finalized.
Steps to Resolve an Unbalanced Invoice
Verify the Subtotal
Compare the invoice subtotal (sometimes labeled Product Total) with the clickBACON subtotal.
If the subtotals do not match, review each line item and confirm that the quantities, prices, and line totals match exactly between the invoice and clickBACON.
Tip: Use the red difference label as a guide. Look for that exact amount in the invoice to quickly identify where the discrepancy lies.
Review Taxes and Fees
If the subtotals match, check that taxes and fees are extracted correctly.
In some cases, an invoice may appear unbalanced because taxes or fees were not pulled in properly. Adjust these fields to match the original invoice.
