Review
Check odd invoices before they go anywhere.
Invoist sets aside anything that looks off and tells you why. You approve it before it goes to your accounting software.
3 days free · Cancel anytime
When Invoist holds an invoice for you
Something looks risky
The bank details changed, the amount is unusual, or it may be a duplicate.
Invoist isn't sure
A number was hard to read, or the lines don't add up to the total.
It's a new vendor
Invoist holds the first invoice from someone new for you to check, if you've turned that rule on.
Checking an invoice takes three steps
- 1Open it and see why
- 2Fix anything wrong
- 3Approve it
INV-1042 · Northline Supply
Total
$2,849.00
Category
Office SuppliesApproveEdit fields
Nothing is exported until you approve it, unless you've let that vendor skip the check.
Optional: let regular vendors skip the check
- Turn it on, and after a vendor sends 3 invoices in a row with no problems, their next ones go straight through. You choose the number.
- Anything risky is still held every time: new bank details, an unusual amount, or a likely duplicate.
- One problem and that vendor's count starts again from zero.
Trusted vendors
- You check
Brightworks
14 clean invoices
- You check
Harbor Goods
8 clean invoices
- Always held
Northline Supply
Changed bank details
Regular vendors can skip review. Risky changes never do.
Keep exploring
Try it on a real invoice.
3 days free · Cancel anytime