Correct invoices with Clark
Clark lets you ask for invoice changes in plain language, then choose which proposed changes to apply.
Clark is available to a subset of customers. If you do not see Ask Clark on an invoice, your company may not have the feature enabled.
Who can do this
You need the company:invoice:edit permission, access to the invoice, and the Clark capability for your company. Clark appears only while the invoice is in a state that allows a proposal.
Find Clark on an invoice
- Select Invoices in the left navigation.
- Open the invoice you want to change.
- In the document rail beside the invoice fields, select Ask Clark. It appears alongside the invoice document and Activity tabs.
The Clark panel contains the conversation, proposed changes, and a composer at the bottom. Before a conversation starts, the composer says Ask Clark to edit this invoice…. During a conversation, it says Send a follow-up….
What Clark can change
Clark can propose changes to editable header fields and line items on the open invoice. It can combine related edits in one request, add or remove line items, and ask a follow-up question when it needs more detail.
Field names differ by company. For example, if your company uses fields labeled GL Account and Department, you could ask Clark to update both in one request. Always use the labels shown on your invoice.
Clark works on one invoice at a time. It does not approve or reject an invoice, change company settings, or give you access to fields and records outside your permissions.
How a conversation works
- You send a request from the composer in Ask Clark.
- Clark prepares a proposal or asks you for more detail.
- The invoice highlights the fields and line items that Clark proposes to change.
- You include or exclude individual changes.
- You select Apply N changes to save the included changes, or Leave all unchanged to close the proposal without saving it.
Nothing changes on the invoice until you select Apply N changes. Read Apply selected Clark changes before applying a proposal with several edits.
If Clark is missing
The Ask Clark tab stays hidden when the capability is off, you do not have company:invoice:edit, the invoice is archived or cancelled, or the invoice is not in a state that supports proposals. Ask an administrator to check your role and company access if you expected to see it.