The supplier has changed the invoice template

It happens, and it's expected. The question is who puts it right and who pays

A printed invoice seen close up on the lines with the amounts

You don't get to decide the format of the documents

Yes, a supplier can change the template of its invoice from one month to the next without telling anyone. That isn't a mishap that wrecks an automation, it's one of the ordinary things an automation built properly has to take in its stride

The supplier owes you nothing on the format of its own documents. It moves a total, adds a line, renames a column, or switches to another invoicing program and the PDF comes out looking different. All of that stays its own business

Only one part of it concerns you, what your system does the day that new document arrives

The system stops, and that is the right behavior

When a Muffin Suite automation finds a document that no longer matches the template it knows, it stops and flags it, instead of pressing on and recording numbers taken from the wrong place

The difference between the two is a big one. An automation that stops costs you a wait and an alert to look at, while an automation that tries to guess puts a taxable amount read from the box next door into your accounts, and you find that out much later, once it has already dragged other documents along with it

Checks are the most important part of the work on a document that comes from outside, not a garnish, reading PDFs and Excel files always compares what it finds with what it expects to find, and makes sure the figures add up

Meanwhile the rest doesn't come to a halt. The invoices from your other suppliers keep going through as always, and all that is held up is that handful of documents in the new format, which at worst you enter by hand as you did before automating

Putting it right falls under maintenance

Adapting an automation to a changed invoice template is a small job. You look at the new document, you see where the fields have ended up, you update the reading and you try it again on real documents before putting everything back to work

Small adjustments of this kind fall under the maintenance included in the monthly fee, under the plan set out in the project contract, so they don't turn up as a surprise to be settled separately every time a supplier changes its mind

It's also one of the reasons Muffin Suite works on a fee rather than on a closed project. A program that reads documents produced by other companies isn't something you deliver and forget, the documents out there change on their own, and somebody has to keep up with them

The story is the same when what changes is a program instead of a document, and for that case there's the guide on what happens when your business software changes

If a supplier has already changed format on you, and those documents now go back in by hand, that's a good place to start when you show us the process

What people usually ask us

A Muffin Suite automation no longer recognizes the template, so it stops on that document and flags it, instead of recording data taken from the wrong place, while the invoices from your other suppliers keep going through as always
No, small adjustments like a changed invoice template fall under the maintenance included in the monthly fee, under the plan set out in the project contract, and it's one of the reasons Muffin Suite works on a fee and not on a closed project
Because an automation that guesses puts an amount read from the wrong box into your accounts, and that error comes to light much later, stopping to ask a person costs you a wait, carrying on at random costs you a clean-up job
No, a Muffin Suite automation holds back only the document it doesn't recognize, everything else carries on being processed, and the few invoices in the new format you enter by hand as you did before, until the reading is updated
You don't need to sit there checking formats, a Muffin Suite automation notices by itself when a document no longer matches the template it knows, and that alert is where the update work starts

Show us what you still do by hand

Describe the process or send a short screen recording and we'll tell you what can be automated

WA