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Process invoices
Bring invoices in, review the details, and prepare them for export.
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Bring invoices in
Forward invoices to ClerkedFind the company intake address and forward invoice messages without exposing credentials.Triage inbound emailReview sender policy, attachments, priority, and next actions before invoice processing continues.Review a multi-invoice PDFConfirm detected page groups, adjust them, and recover safely before creating invoices.Review vendor conversationsFollow threaded vendor messages, attachments, linked invoices, and available reply actions.Add invoicesUpload one or more files, review mixed outcomes, or create a manual invoice draft.
Find invoices
Review and correct
Review an invoiceCompare the source document with extracted values, coding, accounting observations, and current checks.Edit invoice data and codingUpdate company-specific header and line fields while preserving totals and reference integrity.Split line allocationsAllocate a line across available accounts or dimensions and keep the distribution balanced.Review invoice matchingCompare the invoice with purchase orders and receipts, then decide whether the records agree.Resolve a vendor matchUse candidate details to confirm or change the vendor connected to an invoice.
Resolve issues
Resolve validation issuesUnderstand validation issues, correct the cause, and recheck the current invoice state.Understand saving, validation, undo, and redoKnow when edits save, when validation runs, and how recoverable edit history behaves.Correct an invoice with ClarkAsk Clark for a correction, answer clarifying questions, and apply only the proposed changes you verify.