How to merge invoices in the Document Inbox - NextGen

Modified on Tue, 19 Sep 2023 at 04:16 PM

This article relates to the Quadient AP NextGen UI, which is being released to our customers on a rolling basis. To learn more about the NextGen UI, please reach out to your Customer Success Manager.

The Document Inbox contains all the invoices uploaded to Quadient AP. Sometimes invoice images may be uploaded separately by accident, or multiple invoices need to be merged into one. The Merge feature in the Document Inbox allows you to seamlessly combine invoices. 

How to use the Merge function in the Document Inbox

In the Document Inbox, locate the images you need to merge. Up to 20 images can be merged at one time. After selecting the image, click the three dots icon in the top-right corner. 

In the Merge pop-up window, enter the file name for the merged invoice. This allows you to quickly locate the file in the Document Inbox. Click Save to finish merging the invoice. 

How to split a merged invoice

If an invoice was merged incorrectly, use the Split function to split the images back into separate invoices. Locate the merged invoice in the Document Inbox, and click the Pencil icon to enable the edit options. 

Highlight the image you want to split, and click the split option. Click Save to finish splitting the invoices. 

When can invoice images not be merged? 

In certain situations, invoice images can not be merged. Invoice images in 'Capturing' status can be merged. Invoices in the following status can not be merged:

  • Successfully Captured
  • Partially Captured
  • Failed to Capture

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