Incoming invoice statuses and verification questions

Where to find it

Incoming invoices → open an invoice

✅ Common tasks

Understand the invoice statuses

1. Review: invoice information still needs checking

2. Approval: invoice is reviewed and awaiting approvals

3. Payment: approved but not yet paid

4. Completed: finished the workflow, or already paid

The Information checkmark only lights up once supplier and bank details are complete.

Resolve a verification question

1. Open the invoice and check the Information card for a question

2. Resolve any fraud warning first — it blocks all other questions

3. Compare the document against the supplier, amounts, dates and invoice number shown

4. Correct any wrong or missing details, then move to the next question

5. Check the Action required message if no specific question appears

Questions appear one at a time in order: duplicate, untrusted sender, address change, missing supplier, new IBAN, then transaction match.

Handle a duplicate warning

1. Open the linked original invoice to compare the two documents

2. Click Ignore if they're genuinely separate invoices

3. Click Add as attachment to keep the document under the existing invoice

4. Click Delete to remove the current invoice entirely

Add as attachment isn't offered for confirmed duplicates, only possible ones.

🔗 See also

• Requesting and giving approval on an incoming invoice

• Invoice fraud detection warnings

• Supplier verification prompts

• Paying invoices

• Editing incoming invoice details and suppliers