Apply selected Clark changes
Review each Clark proposal on the invoice, then apply selected changes or leave the invoice unchanged.
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.
Before you start
- Open the invoice and select Ask Clark in the document rail.
- Send a request and wait for Clark to finish preparing the proposal.
Review and select changes
- Read Clark's proposal summary in the Ask Clark panel.
- Review every highlighted field and line item on the invoice.
- Hover over or focus a highlighted field to compare its current and proposed values.
- Select a highlighted field or its selection control to exclude it. Select it again to include it.
- Use Include all or Exclude all in the proposal card when you want to change every selection at once.
- Check the included count in the proposal card before you continue.
Included changes remain highlighted and show what Clark plans to add, change, or remove. Excluded changes are marked as skipped, so their current invoice values stay in place.
Apply or discard the proposal
- Select Apply N changes, where N is the number of included changes, to save them to the invoice.
- Select Leave all unchanged when you do not want to apply any part of the proposal.
The apply button is disabled when no changes are included. Clark does not save excluded changes.
Undo or redo the last invoice change
After you apply a proposal, use the invoice-level controls in the page header:
- Select Undo last change to reverse the most recent invoice change when undo is available.
- Select Redo last change to restore the change when redo is available.
These controls belong to the invoice's edit history, not to the Clark panel. Their availability depends on what changed after the proposal was applied.
What you should see
After you select Apply N changes, the included values become the invoice's current values and the Clark conversation shows Changes applied. If you select Leave all unchanged, the conversation shows Left unchanged and the invoice keeps its existing values.
If something goes wrong
- If Apply N changes is disabled, include at least one proposed change or select Leave all unchanged.
- If the invoice changes while Clark is preparing the proposal, the proposal can become outdated. Send the request again so Clark uses the current invoice.
- If applying the proposal fails, read the message in the Clark panel and review the invoice before trying again.