Review a multi-invoice PDF
Confirm detected page groups, adjust them, and recover safely before creating invoices.
Choose the right document outcome
Open the attachment from the conversation. Start by deciding whether it contains no invoice, one invoice, or multiple invoices. Choose Multiple invoices only when separate invoices are present in the same file.
Review multiple invoices
By default, Clerked asks a person to review every proposed multi-invoice split, even when Clark is confident. An administrator can allow high-confidence splits to apply automatically under Settings > Company > Email ingestion. Lower-confidence proposals still come here for review.
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Inspect every proposed group. Compare the page thumbnails with the invoice shown on each page. Keep supporting pages with the invoice they explain.
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Correct the pages. Move a page to the right group, exclude a non-invoice page, rotate a page, or add another group as needed. Use a copy only when the same supporting page belongs with more than one invoice.
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Check each group before confirming. Each invoice should have its complete pages in the correct order. Confirm only after the group boundaries match the source document.
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Verify the result. The conversation should show the attachment as resolved and the expected invoice records should appear. If a group fails, keep the successful invoices and retry only the unresolved work shown by Clerked.
Change an earlier decision
You can change the attachment decision while Clerked can still cancel the child processing work. If the control is unavailable, review the created invoices and contact support with the conversation and attachment details.