Invoices → Incoming invoices
Review is the initial check stage for invoice information.
Approval appears when the invoice has approval requests.
Payment is the stage for invoices ready to be paid.
Completed is the final stage after payment or completion actions.
An invoice can also sit in Review or Approval without approval requests; status updates can still move it forward.
Use the invoice details card to see whether the invoice is already reviewed, overdue, or linked to a transaction.
A checked Information card means the core supplier and bank details are complete.
Open the invoice and look for any verification question above the invoice details.
Answer the question that matches the issue, such as duplicate invoice, untrusted sender, supplier address change, new IBAN, or transaction match.
If the invoice is flagged as a possible duplicate, compare it with the linked original invoice.
For sender-email and supplier-address questions, review the supplier and document details before confirming.
For a new IBAN question, review the bank account shown on the invoice before continuing.
For a transaction question, review the suggested transaction and link it only if it is the right payment.
If a fraud question appears, it takes priority over the other checks.
Open the duplicate question to see the suspected original invoice.
Compare the invoice number, issue date, and supplier name with the original invoice.
Choose Ignore if the invoice is not a duplicate.
Choose Delete if the invoice should be removed.
If the duplicate is confirmed, review the original invoice link before taking action.
Ignoring a duplicate removes the duplicate flag and original invoice link.
Keep reviewing until the invoice has complete supplier and bank information.
If approval requests are needed, handle them on the invoice approval flow first.Approval rules
Once payment work is done, move the invoice to Payment or Completed as appropriate.
Use the status card only for the lifecycle stage; use the detail cards for the blocking checks.
Some invoices can move from Review to Approval without additional approval requests.
Check whether a verification question is still open.
Resolve duplicates, sender trust, supplier address, new IBAN, or transaction match issues.
Complete missing supplier or bank details.
If approval requests are required, finish the approval flow first.
Open the linked original invoice and compare the key details.
Choose Ignore if the invoice is not actually a duplicate.
Choose Delete if it is the wrong invoice.
Contact Cashfeed support if the duplicate flag should not be there.
Review the bank account shown on the invoice.
Confirm the supplier and bank details are correct before proceeding.
Edit the supplier or invoice bank details if they are wrong.Editing incoming invoice details and suppliers
Contact Cashfeed support if the invoice still cannot continue.
Open the suggested transaction and check the match details.
Only confirm the match if it is the correct payment.
Leave the invoice unmatched if the suggestion is wrong.
Use the transaction matching workflow if you need to correct an existing match.
Check whether the invoice has approval requests assigned.
Complete the approval step on the invoice before expecting Payment or Completed.
Make sure the approver is acting on the correct invoice.
Contact Cashfeed support if the invoice status still does not change.
