Understand multi-invoice PDF review
Clerked pauses a PDF when its pages may need to become more than one invoice, so you can confirm the split before processing continues.
When the editor appears
The editor opens when you select These are multiple invoices for a PDF attachment.
The editor is titled Review invoice pages. It opens with Clerked's proposed page order and split points when a proposal is available.
What the controls do
| Control | What it does |
|---|---|
| Horizontal page strip | Shows the pages in processing order. Colored groups show which pages will become one invoice. |
| Scissors between pages | Adds or removes a split after that page. |
| Copy selected pages | Adds a copy when one source page needs to belong to more than one invoice. |
| Remove selected pages | Excludes selected pages from invoice processing. |
| Zoom | Changes the thumbnail size. |
| View full page preview | Opens one page in a separate preview dialog. |
| Reset | Returns the editor to its starting page order, splits, selection, and zoom. |
| Confirm N invoices | Saves the page groups and starts processing, where N is the number of invoice groups. |
Removing a page does not delete the source PDF. It leaves that page out of the invoices created from this decision.
Why pages can be copied
A page can contain information that belongs with more than one invoice. Copying the page lets you place it in more than one group. If the same page appears twice inside one group, the editor asks you to add a split between the copies or remove one.