Resolve a duplicate invoice notice
A Potential Duplicate Invoice notice means Clerked found an existing invoice with the same primary identifier and primary vendor.
Before you start
Open both source documents and check the company-configured fields shown in the comparison. Similar vendor names alone do not make two invoices duplicates because Clerked compares the resolved vendor record.
Resolve the notice
- Select the Duplicate chip in the Document notices region under the invoice title.
- Select Reconcile Duplicates in the popover.
- Compare the two source documents and the fields shown below them.
- To keep the current invoice, select Cancel potential duplicate under the right preview.
- To keep the other invoice, select the button that starts with Cancel this under the left preview. The last word uses your company's document label, such as Cancel this invoice.
- If they are different invoices, select Not a Duplicate.
When Clerked finds several possible matches, use Previous match and Next match in the comparison. The Match 1 of N counter shows which candidate you are reviewing.
What you should see
The comparison opens with the current invoice on the left and the Potential Duplicate on the right. Resolving the match clears the duplicate relationship for the reviewed pair.
If something goes wrong
- If Reconcile Duplicates is unavailable, reload the invoice and open the Duplicate chip again.
- If one source document cannot be loaded, use the displayed invoice reference to open it separately before deciding.
- If the invoices share a number but cover different work, select Not a Duplicate instead of cancelling either invoice.