Invoices
Where to find it: Sidebar > Money > Invoices
The Invoices page shows all invoices synced from QuickBooks. Invoices are created in QuickBooks, not in Cherp — this page is for viewing, tracking, and matching them to your Cherp deliverables.
This page is visible to managers and accounting users.
The Invoice List
The invoice list displays all synced invoices with:
- Invoice number
- Client name
- Status (Open, Paid, Overdue, etc.)
- Amount (total invoice value)
- Date issued
- Due date
Use the search bar and filters to narrow down what you’re looking for.
How Invoices Get Here
Invoices flow from QuickBooks to Cherp through the sync process (see Data Imports). Cherp doesn’t create invoices — it receives them. Every time a sync runs, new and updated invoices appear on this page.
Invoice-to-Deliverable Mapping
This is where things get interesting. Cherp automatically tries to match each QuickBooks invoice line item to a deliverable in your projects. This connection is what makes project financial tracking work — it’s how Cherp knows how much has been invoiced against each deliverable’s budget.
How Matching Works
When an invoice syncs, Cherp compares each line item against your deliverables and generates a match score based on:
- Client name alignment
- Line item description vs. deliverable name
- Dollar amounts
- Project context
Match Confidence
Each match gets a confidence level:
| Confidence | What Happens |
|---|---|
| High | The match is auto-confirmed. The invoice line is linked to the deliverable automatically. |
| Medium | Cherp suggests a match but wants you to confirm it. |
| Low | The system found a possible match but isn’t confident. Review it manually. |
| No match | Cherp couldn’t find a matching deliverable. You’ll need to link it yourself or investigate. |
Confirming Matches
For medium and low confidence matches, click the invoice to review the suggested mapping. You can:
- Confirm the suggested match if it looks right
- Choose a different deliverable if Cherp guessed wrong
- Mark as unmatched if the invoice line doesn’t correspond to a Cherp deliverable
Unmatched Invoices
Invoices (or individual line items) that couldn’t be matched show up in an unmatched section. Common reasons for unmatched invoices:
- The deliverable hasn’t been created in Cherp yet
- The invoice is for something not tracked as a project (e.g., a one-off expense reimbursement)
- The naming in QuickBooks doesn’t match what’s in Cherp
Keeping unmatched invoices cleaned up ensures your project financials are accurate.