Supply house statement reconciliation for HVAC and plumbing contractors
Techs pick up at the counter, invoices ride around in trucks, and the supply house statement lands with a hundred lines. InvoiceAnchor matches what you have and shows you what you don’t.
Statements from: Supply houses, equipment distributors, refrigerant and fittings suppliersCounter pickups that never made it to the office
The statement has the line; the invoice is in a glovebox. It shows as “No invoice provided”, so you pull the copy before it becomes a mystery charge.
Returned material still on the statement
Wrong size, wrong fitting, back to the counter. Send the credit memo in; if the statement doesn’t carry the credit, it shows as “Not on the statement”.
Price changes between invoice and statement
The invoice said one price, the statement says another. Both amounts sit side by side under “Amounts differ”, with the difference worked out.
Questions HVAC and plumbing contractors ask
Our techs photograph invoices from the truck. Is that enough?
Yes. Phone photos are read like any other document. Point them at your Inbox address and they wait under the supplier’s name.
We buy from four supply houses.
Each one is its own vendor with its own statement trigger. Nothing is matched across suppliers by mistake.
Can our bookkeeper run this for us?
Yes. Bookkeepers use the Multi-Business plan to run several clients from one login, each client walled off from the others.