Invoice extraction defaults

Where to find it

Settings → Organisation → Invoice Processing

✅ Common tasks

Change the default mode

1. Open Invoice Processing settings.

2. Find Default line item extraction mode.

3. Choose Auto, Single line item, Summary only, All pages, or Custom prompt.

4. Save the new option.

This default applies to the whole organisation unless a supplier override exists.

Add a custom prompt

1. Set Default line item extraction mode to Custom prompt.

2. Enter your instructions in Custom extraction instructions.

3. Stay within the character limit shown in the field.

4. Click away to save the text.

Cashfeed only uses this prompt when the mode is set to Custom prompt.

Update or remove the prompt

1. Re-open Custom extraction instructions.

2. Edit the text.

3. Click away to save changes.

4. Delete the text and click away to remove the prompt.

If you switch away from Custom prompt, the saved text is kept for later.

🔗 See also

• Reviewing and editing incoming invoice line items

• Editing incoming invoice details and suppliers

• Suppliers (Companies)

• Organisation settings overview

• Settings and user preferences