Understand the invoice workflow
Follow an invoice from intake to its final configured action, with Clerked keeping the source, review work, and history together.
Invoice workflow
| Stage | What happens |
|---|---|
| Intake | An invoice arrives through email forwarding, file upload, or manual entry. |
| Extraction | Clerked reads an uploaded source document and fills the schema-defined header and line fields it can identify. |
| Review | A person compares the invoice with its source, checks line items, and corrects data. |
| Matching and coding | Configured lines can link to purchase orders, receipts, items, GL accounts, and other ERP data. |
| Validation | Current invoice data is checked, and exceptions or warnings appear for review. |
| Approval | The invoice follows the review and approval route chosen by company policy and any allowed override. |
| Final action | When configured, the approved invoice continues to its ERP or another company-specific action. |
The exact fields, line sections, validation checks, approval steps, and final action depend on your company schema and integration.
Open the invoice list
- Select Invoices in the left sidebar.
- Choose a configured view or filter for the work you need.
- Select an invoice to open its review workspace.
Work inside an invoice
The invoice detail page keeps the source document beside the work area on a wide screen. The document rail includes Invoice, Ask Clark, and Activity.
Header fields appear above stacked line sections. Line section names and fields come from your company schema. Use Review invoice line items to switch between the complete Review view and the compact Table view.