Verify details and amount on an incoming invoice
Invoices land in chat from different managers, and one person sends them all to the bank. The agent checks each against the 1C record and contract.
Easy · 5 min · on an event
What you get
Invoice no. 4471, Romashka LLC, 348,000 ₽ Tax ID and bank account match the record in 1C Contract price matches Amount in words differs from figures by 800 Same invoice already paid not found Verdict: don't pay yet, confirm the amount first. The "due date" field came out unclear — the agent left it marked unverified rather than guessing.
A sample on made-up data — your numbers will be your own.
Who it fits
- Invoices arrive in chat and by email from different managers, one person sends them all to the bank.
- Bank details can be swapped in an email: check against the 1C record, not the email signature.
When it won't work
It's the first invoice from a new supplier — no record and no contract in 1C to check against.
How the agent does it
Attach the invoice
Send a PDF, a photo or the document that came through EDI. If the contract isn't in 1C, just write out the agreed price and terms in plain text.
Run the check
The agent reads the details and amounts, cross-checks them against the supplier record and contract in 1C and looks for the same invoice among paid ones.
Read the unverified
The discrepancy hides not in what matched but in fields marked "not verified". Those are the ones the agent read poorly and refused to guess.
What you set
You'll need 1C and Diadoc. From you: the invoice itself — a PDF, a photo or an EDI document. If the contract isn't in 1C, state the terms in text.
What you'll need
Starter prompt
Copy the prompt or open it straight in a chat with the agent.
Check the attached invoice [PDF / photo / EDI document] before sending it for payment. Cross-check against 1C: tax ID, tax registration code, bank account and bank — against the supplier record; the subject, prices and amount — against the contract and this supplier's previous invoices; whether the same invoice has already been paid or is already in the queue. Take the details from the body of the invoice, not from the email or the sender's signature. If a field is unreadable or missing in 1C, write "not verified" and don't substitute the value from a previous invoice. At the end: what matched, what differed, whether there is a duplicate, and a verdict — pay, clarify or reject, with a one-line reason.
Open in chatReview your invoice check. List: — fields recognized with low confidence — show exactly what you read; — details taken not from the invoice but from the email or a previous document; — mismatches between the amount in words and in figures, the sum of the lines and the total, the rate and the VAT amount; — supplier records with a similar name or a different bank account in 1C; — the grounds on which you judged the invoice a duplicate or, conversely, a new one. Say plainly what was missing for an unambiguous verdict.
A second prompt — the agent uses it to review its own work and show what's left for you.