Find answers about invoices
How do invoices get into Clerked?
Invoices can arrive through email forwarding, file upload, or manual entry.
The invoice list has separate Manual entry and Upload {document} actions when you have the matching permissions.
How long does processing take?
Processing time depends on the file and invoice. You can leave the list while processing continues, then return to review the invoice when it is ready.
What if Clerked extracted something wrong?
Edit the affected field on the invoice. Header and line edits save automatically, and validation runs against the updated invoice. Use the full line editor when the field is not visible in the current line-item view.
Can I process invoices in bulk?
Yes. Select invoices on the list, then use a bulk action available for the current view, your permissions, and the selected invoice states.
Can I see the original document?
Yes. Open the Invoice tab in the document rail beside the invoice work area.
Where do deleted invoices go?
Soft-deleted invoices appear in Archived. Archived is the only invoice view that offers Restore for eligible rows. Cancelled invoices can also appear there, but they are not eligible for restoration just because they are archived.
What happens if processing fails?
Transient processing failures retry automatically. A terminal failure opens a processing error notice for review, with Mark handled and Cancel document actions when applicable.
Do not upload the same source again just to restart processing because that can create a duplicate invoice.