Reconciling multiple orders against various provider invoices

If you have multiple invoices for a provider or campaign, you can reconcile them together, applying different invoice numbers and dates against each item. This process isn't quite as quick as reconciling various charges all against the same invoice, but is more efficient than reconciling orders individually.

To get started, go to Accounting > Order Reconciliation and filter your orders by Provider or Campaign as noted in the article Filtering orders for invoice reconciliation.

1. Once you have filtered your orders, click the blue Manage Items link in the top right corner of the orders module
   
2. The table will switch to edit mode, allowing you access to update invoice numbers, amounts and paid by options
3. Enter the relevant details against each order - Invoice #, Paid By, Amount, and Comments if required (optional)
   
4. As you click/tab out of each field, Realhub will automatically save your changes
5. When you've entered all the details you need, click the Cancel link to go back to View mode
6. All orders will be updated and displayed accordingly
7. Any orders that do not balance - that is, the Expected Total and Actual Total do not match - will display the total in red as a flag to follow up with your provider