Invoice Processing Unit

The Invoice Processing Unit (IPU) automates the journey of a supplier invoice from the moment it arrives to the point where it becomes a verified, matched, and approved Purchase Invoice ready for payment. PayInvoice Next handles intake, data extraction, three-way matching against Purchase Orders and Goods Receipt Notes, MSME compliance tracking, and approval routing — reducing manual effort and accelerating your payment cycle.

What Would You Like to Do?

Task	Description
Submit an Invoice via Email	Forward a supplier invoice to PayInvoice Next by email for automatic processing
Submit an Invoice via Portal	Upload an invoice through the Supplier Portal or manually within the system
Understand Invoice Intake	How invoices enter the system, OCR extraction, and tracking numbers
Understand 3-Way Matching	How PayInvoice Next compares invoices against POs and GRNs
How 3-Way Matching Works	Detailed explanation of the matching formula and decision logic
Handle Match Failures	What to do when an invoice doesn't match — resolution steps
Track MSME Payment Compliance	Monitor payment deadlines for Micro, Small, and Medium Enterprise suppliers
Use the IPU Dashboard	Monitor invoice processing status, volumes, and bottlenecks
Filter and Drill Down	Use dashboard filters to find specific invoices or track trends

How IPU Fits the P2P Cycle

Supplier Invoice → Invoice Inbox → OCR Extraction → IPU Record Created
                                                          ↓
                                      3-Way Match: PO ↔ GRN ↔ Invoice
                                                          ↓
                                            Approval Routing (if needed)
                                                          ↓
                                               Purchase Invoice Created

The IPU sits between invoice receipt and payment authorization. It takes unstructured supplier invoices — PDFs, scanned documents, or e-invoices — and turns them into verified, matched records that the finance team can trust.

Key Concepts

• Invoice Inbox: The receiving point for all supplier invoices. Each incoming invoice gets a unique tracking number and moves through OCR extraction before becoming an IPU record.
• Tracking Number: A unique identifier assigned the moment an invoice arrives. Use this number to track your invoice through every stage.
• 3-Way Matching: The system compares three documents — the Purchase Order (what was ordered), the Goods Receipt Note (what was received), and the Invoice (what was billed) — to detect discrepancies in quantity, price, or value.
• Match Score: A percentage (0–100%) indicating how closely the invoice matches the PO and GRN. Higher scores require less review.
• MSME Compliance: Indian regulations require timely payment to Micro, Small, and Medium Enterprise suppliers. PayInvoice Next tracks due dates and flags at-risk invoices automatically.

Common Scenarios

Scenario	What to Read
A supplier emailed an invoice and you need to check its status	Submit an Invoice via Email
An invoice failed matching and needs manual review	Handle Match Failures
You need to see all invoices pending approval	IPU Dashboard
You need to check MSME payment deadlines	MSME Payment Tracking
You want to understand what the match score means	How 3-Way Matching Works

Related Pages

• Procurement Overview — The complete P2P flow from Purchase Request to Payment
• Purchase Invoice — The final output of IPU processing
• Purchase Order — One leg of the 3-way match
• Goods Receipt Note — The second leg of the 3-way match
• Budget Enforcement — Budget checks that apply when a Purchase Invoice is created from IPU