Resolve a processing error

A processing error means Clerked could not finish part of document processing, but your next step depends on whether the failure is transient or terminal.

Who can do this

You need company:invoice:validate to select Mark handled or company:invoice:cancel to select Cancel document.

Compare the two failure types

Failure type	What Clerked does	What you do
Transient	The invoice stays Processing and retries automatically. Clerked does not create a customer task. If the retry budget runs out, the invoice remains in processing for the Clerked operations team to redrive.	Wait. There is no manual retry control.
Terminal	The invoice enters Needs Review because the document cannot continue automatically.	Address the issue outside Clerked, then select Mark handled, or select Cancel document if the document should not continue.

The error details may identify a password-protected file, unreadable file, unusually large document, unsupported content, timeout, or another processing failure. Clerked only labels a document problem when the file was inspected. A timeout or unknown processing error means the failure happened on Clerked's side.

Resolve a terminal failure

1. Open the invoice from the review work your company has configured.
2. Select the Error chip in the Document notices region under the invoice title.
3. Read the reason in the notice popover.
4. Address the document issue outside Clerked when the message identifies one.
5. Select Mark handled in the action bar when the review is complete.
6. If a confirmation dialog opens, complete the company-configured checklist.
7. If the dialog opened, select Mark handled in the dialog.

To stop the document instead:

1. Open the three-dot actions menu at the right end of the action bar.
2. Select Cancel document.
3. Enter the Reason (required).
4. Select Cancel document in the dialog.

The notice contract also provides Dismiss in the popover. Dismiss closes the notice, but it does not retry processing.

What you should see

For a transient failure, the invoice remains Processing while Clerked retries. For a terminal failure, the invoice appears in review with Mark handled in the action bar and Cancel document in the three-dot actions menu.

If something goes wrong

• If you do not see Mark handled, confirm that the invoice is a terminal processing-error review and that you have company:invoice:validate.
• If the invoice stays Processing, do not upload the same file again just to force a retry. Clerked retries transient failures and alerts its operations team when the retry budget runs out.
• If the notice identifies a file problem that you cannot correct, contact support with the invoice reference ID shown on the invoice page.

Related

• Understand document notices
• Upload invoices
• Review AI extraction