Editing incoming invoice details and suppliers

Where to find it

Open an incoming invoice, then use the Edit invoice form or the Attachments modal.

✅ Common tasks

Edit invoice details

1. Open the incoming invoice you want to correct.

2. Update the fields you need, such as supplier, amount, dates, notes, category, or bank account.

3. Use the supplier picker to choose an existing company or suggested supplier.

4. Save the invoice after checking that required fields are filled.

For unpaid invoices, make sure a due date is present before you save.

Link a supplier

1. Open the supplier section on the invoice edit form.

2. Review the extracted supplier preview if no company is linked.

3. Select the suggested supplier, or search for an existing company.

4. Create a new supplier if no suitable company exists.

5. Edit the supplier record if you need to update the company details.

Cashfeed only suggests a supplier automatically when the invoice is not already linked.

Add invoice attachments

1. Open the invoice attachments modal.

2. Drag files into the drop zone or click it to browse.

3. Wait for the upload to finish before closing the modal.

4. Check the success message and any skipped-file warnings.

You can upload multiple files at once.

🔗 See also

• Incoming invoices

• Reviewing and editing incoming invoice line items

• Incoming invoice statuses and verification questions

• Suppliers (Companies)

• Supplier verification prompts