> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clearspend.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Matching invoices

> Automatic matching, match score, uploading to a charge, recommendations, and unlinking.

ClearSpend pairs charges with invoices and receipts already in your workspace. When they align, the row is **reconciled**. When they do not, attach a file yourself.

For **Missing**, **Requested**, and **Attached** in the Invoice column, see [Transactions](/features/transactions#invoice-column).

## Reconcile status

| Status           | Meaning                                                     |
| ---------------- | ----------------------------------------------------------- |
| **Exact**        | Same vendor, same amount, same day                          |
| **Close**        | Same vendor; amount within **3%** or date within **2 days** |
| **Manual**       | You confirmed the match                                     |
| **Unreconciled** | No document linked                                          |

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Filter by reconcile status under [Filters, export & archive](/features/transactions-filters-export).

## Match score

A confidence rating (0–100%) from vendor, amount, and date.

| Score         | Typical meaning                         |
| ------------- | --------------------------------------- |
| **90–100%**   | Strong match — or a match you confirmed |
| **70–89%**    | Good match with small differences       |
| **Below 70%** | Weaker match — worth a quick look       |

Matches you confirm yourself score **100%**.

## Automatic matching

When a document arrives from **Gmail**, **Google Drive**, **Slack**, a general upload, or a [public upload link](/connect/public-upload), ClearSpend looks for a matching charge using the **Exact** and **Close** rules above.

**Exact** is the usual target for close and audit. **Close** is still reconciled — it flags a small gap.

## Upload or attach to one charge

Open the dialog from **Missing** or **⋮ → Upload invoice**. The file is tied to **that charge**, not the whole workspace.

### Pick a recommendation

ClearSpend lists similar documents already in **[Documents](/features/documents)**. You do not need to re-upload.

| Check      | Recommendation window           |
| ---------- | ------------------------------- |
| **Amount** | Within **5%** of the charge     |
| **Date**   | Within **3 days** of the charge |

Suggestions are ranked closest first. Labels include *Exact amount & date match*, *Approximate amount*, and *Date within a few days*.

### Upload a new file

Stricter than a general upload:

* **Amount** should match the charge
* **Date** can be up to **3 days** off
* If either does not line up, ClearSpend asks you to confirm before attaching

## After a match

The row shows **Attached**, a reconcile badge, and a match score. Click the arrow next to the date to see [line items](/features/transactions#line-items). An open **Requested** status clears when the match lands.

## Unlink a wrong match

**⋮ → Unlink invoice** → confirm.

* The charge is no longer reconciled
* Status returns to **Missing**, or **Requested** if a request is still open
* The document stays in **Documents** — only the link is removed
* Attach a different file afterwards