Editing incoming invoice details and suppliers

Where to find it

Incoming invoices → open an invoice → Edit

✅ Common tasks

Edit invoice details and save

1. Open the invoice and select Edit

2. Choose a supplier — it's required before saving

3. Set Document type, dates, amounts and other fields as needed

4. Select Save to confirm your changes

Saving sends the invoice to approval, or completes it directly if it's already marked as paid.

Link or create a supplier

1. Open the editor on an invoice showing 'No company linked'

2. Review the extracted name, VAT, IBAN and any suggested supplier

3. Select the suggested supplier or search for another one

4. Create a new supplier if none of the matches are correct

5. Save the supplier, then save the invoice

Cashfeed suggests matches by VAT number first, then IBAN, then supplier name.

Choose the supplier's payment IBAN

1. Select a supplier first — the Bank account field appears after that

2. Open the Bank account selector in Supplier information

3. Choose a stored account or one extracted from this invoice

4. Select Add new bank account if the right one is missing

5. Save the invoice

🔗 See also

• Suppliers (Companies)

• Reviewing and editing incoming invoice line items

• Incoming invoice statuses and verification questions

• Your organisation's SEPA bank accounts

• Automatic supplier matching and creation