Line Item Sum Mismatch
The Line Item Sum Mismatch notice means the sum of the extracted line item amounts does not match the invoice total. This discrepancy needs your review to make sure the invoice data is accurate before it moves forward.
What Triggers It
This notice appears when the AI extracts line items whose individual amounts do not add up to the total on the invoice, after accounting for tax and other adjustments.
Common causes include:
- Missed line items -- The AI may not have captured every line item on the invoice.
- Tax calculation differences -- Tax may be applied differently at the line level vs the invoice level.
- Rounding -- Small rounding differences between line items and the total.
- Discount lines not captured -- A discount or credit line was not extracted.
- Shipping or handling charges -- Additional charges included in the total but not broken out as line items.
How to Resolve
- Review the line items and compare them to the invoice total shown in the notice.
- Choose one of the following options:
Option A: Use the Line Item Sum
If the line items are correct and the total on the invoice appears to be wrong, use the sum of the line items as the invoice total.
Option B: Acknowledge the Variance
If the mismatch is due to rounding, tax calculations, or a known difference that does not affect payment accuracy, acknowledge the variance and proceed.
Option C: Edit Line Items
If any line items have incorrect amounts, or if line items are missing, edit them directly on the invoice detail page. Add missing line items or fix incorrect values until the sum matches the total.
Small variances (under $1) are often due to rounding and can typically be safely acknowledged.
Learn More
- Reviewing an Invoice -- How to review and edit extracted data on the invoice detail page.
- Understanding Notices -- Overview of all notice types and how they work.