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Review and manage invoices

Open an invoice from Workflow → Invoices or Workflow → Needs Attention. Every authenticated workspace role can view invoice details, the extracted JSON, the audit history, and the uploaded source file.

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Review an extracted invoice

The invoice detail page includes:
  • Invoice — extracted header fields, financial values, payment fields, and line items.
  • JSON — the structured extraction payload.
  • Audit — field-level extraction and correction history.
  • Source — the original uploaded invoice file when it is available.
Owners and reviewers can edit invoice fields and line items, save corrections, and mark an invoice as reviewed. Viewers have read-only access. Saving a correction records the changed value and the user who made the correction in the audit history.
Public invoice links expose only the public invoice summary and source file. They do not expose workspace audit history or editing controls.

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Needs Attention

Open Workflow → Needs Attention when an extraction fails, validation reports a problem, or a result needs human review. Owners and reviewers can inspect the invoice, correct its fields, and save the result. A platform Root administrator can reprocess the invoice and optionally force a specific extraction tier. Tenant owners, reviewers, and viewers cannot reprocess invoices themselves; contact a platform administrator when a retry is required. Common validation issues include missing required fields, totals that do not reconcile, invalid dates or currencies, and duplicate detection. Correct the source fields where possible, then save and mark the invoice reviewed.

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Duplicates

SnapIt can mark an invoice as duplicate when it matches an existing vendor and invoice number. The invoice list can be filtered by the duplicate status. Duplicate detection does not automatically merge or delete invoices. Compare the duplicate invoices, keep the correct record, and follow your workspace’s retention process. If the duplicate result is wrong, an owner or reviewer can correct the extracted fields and record the decision in the audit history.

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Payment fields

paidAmount and balanceAmount are editable invoice fields. SnapIt does not synchronize payment state from an accounting provider, so update these values when your workspace receives payment information. Payment reminders are a separate feature and do not automatically change the invoice’s payment fields. See Payment reminders for reminder scheduling and delivery.