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Video Tutorials: Invoices in Precoro

Watch short videos to learn how to add invoices in Precoro and pay only for what you ordered and received.

⚠️ The interface shown in these videos may differ from your current Precoro account, as the product is updated regularly.

For example, OCR shown in the videos is replaced by Intelligent AP Automation.

TABLE OF CONTENTS

Adding an Invoice to a Purchase Order Manually | 2-Minute Watch

In this 2-minute video, you'll see how to add an invoice to an existing purchase order, so the order details carry over and you don't have to enter them by hand.

Prefer to read? Read the article How to Create an Invoice from a Purchase Order and Match It.


By the end of the video, you will know how to:

  • Add a purchase-order-backed invoice either directly from the purchase orders module or from the invoices module.

  • Choose specific items from a purchase order to include on an invoice.
  • Fill out key invoice details, such as the issue date, due date, supplier invoice number, location, legal entity, and department.
  • Understand how approval flows affect an invoice's status after submission.

Adding a Standalone Invoice Manually | 2-Minute Watch

This 2-minute video shows how to create an invoice from scratch for purchases that don't need a purchase order.

For step-by-step written instructions, see How to Create a Standalone Invoice.


In this video, you'll learn how to:

  • Initiate creating a new invoice from scratch.
  • Set up invoice details, including selecting the supplier, issue date, due date, supplier invoice number, location, legal entity, department, and custom fields like budget or taxes.
  • Add items to a draft invoice either from the catalog or from scratch.
  • Assign GL codes or required item-level fields to the invoice items.
  • Confirm the completed invoice to submit it into the system or send it into an active approval workflow.

How 3-Way Matching Works | 2-Minute Watch

Watch this 2-minute video to see how 3-way matching checks invoiced items against receipts, so your company pays only for what it received.

Want more details? Read 3-Way Match Functionality.


In this video you will:

  • Understand how the "Matching" status routes invoices with price discrepancies to the purchase order initiator for review.

  • Identify price discrepancies highlighted in red within purchase orders that are in the matching status.
  • Resolve price discrepancies through the required approval steps by having the PO initiator and any designated PO approvers approve or reject the changes.