Settings → Organisation → Invoice Processing
Open the Invoice Processing settings for your organisation.
Find Default line item extraction mode.
Choose Auto, Single line item, Summary only, All pages, or Custom prompt.
Save the change by leaving the setting once the new value is selected.
Remember this default applies to all suppliers unless a supplier override exists.
If you need different behaviour for one supplier, set it at supplier level instead.
Set Default line item extraction mode to Custom prompt.
Enter your instructions in Custom extraction instructions.
Keep the text within the character limit shown below the box.
Click away from the field to save the text.
Leave the field empty if you want to remove the custom prompt.
These instructions are passed to the AI when line items are extracted.
Pick Auto for the standard Cashfeed-determined extraction behaviour.
Pick Single line item when you want one extracted line item.
Pick Summary only when you only need the invoice summary.
Pick All pages when line items may appear across multiple pages.
Use Custom prompt when the default modes do not fit your documents.
The description under the selector explains the current mode’s behaviour.
Check that the prompt is within the maximum character limit.
Delete the text to clear the prompt, then save again.
Click outside the field to trigger saving.
Contact Cashfeed support if the setting still does not persist.
Set the default mode to Custom prompt.
Refresh the page after changing the mode.
Confirm you have access to organisation settings.
Contact your Cashfeed admin if you cannot change organisation settings.
Check whether that supplier has its own extraction override.
Adjust the supplier-level setting instead of the organisation default.
Use the organisation setting only for the global default.
See Incoming invoice line items for invoice-level editing.
Try another extraction mode that matches the document layout.
Add clearer custom instructions if you use Custom prompt.
Verify the invoice itself is a good scan or PDF.
Contact Cashfeed support if the extraction result still looks wrong.
