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Review invoice pages in a multi-invoice PDF

Use Review invoice pages to confirm which pages belong to each invoice before processing continues.

Who can do this​

You need access to the email and the company:inbound_emails:triage permission.

Before you start​

  • Open the email thread that contains the PDF.
  • Read the message and attachment outcome before changing the proposed split.

Open the page editor​

  1. Select Emails in the left navigation.
  2. Select the thread with the PDF that needs review.
  3. Select the PDF attachment in the thread's document list.
  4. Select These are multiple invoices in the actions above the attachment preview.

The Review invoice pages editor opens with a horizontal strip of page thumbnails. A scissors control appears between each pair of pages.

Check and split the pages​

  1. Select a page thumbnail to inspect it.
  2. Select View full page preview on a thumbnail when you need a larger view.
  3. Select the scissors between two pages to start a new invoice after the page on the left.
  4. Select the scissors again when you need to remove that split.
  5. Use Zoom in the editor header to make the thumbnails larger or smaller.

Each colored page group becomes one invoice. Check invoice numbers, vendors, dates, and totals on the source pages, but use the field labels shown in your company's documents.

Copy or remove pages​

  1. Select one page, or use Shift to select a range of pages.
  2. Use Ctrl on Windows or Command on macOS to add or remove individual pages from the selection.
  3. Select Copy selected pages when a source page belongs in more than one invoice.
  4. Move the copied page into a separate group by adding the needed split.
  5. Select Remove selected pages when the pages should not create part of an invoice.

Select Reset at the bottom of the editor when you want to return to the original proposal.

Confirm the invoices​

  1. Count the colored page groups and check that each group contains one invoice.
  2. Select Confirm N invoices at the bottom-right of the editor, where N matches the number of groups.

What you should see​

The editor closes after it saves the decision. The attachment viewer updates with the invoices created from the PDF, and each invoice link opens its own review page.

If something goes wrong​

  • If These are multiple invoices is missing, the attachment may not be a PDF, the email may be blocked, or your role may not allow triage.
  • If Confirm N invoices is disabled, include at least one page and make sure a copied page does not appear twice in the same group. If Why are you changing this? appears, enter a reason as well.
  • If page previews do not load, select Retry loading PDF. You can continue only after the editor has a saved page list.

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