Summary
Learn how to review invoices flagged as duplicates in Invoice Automate and compare them side-by-side.
This article covers:
About duplicate invoices
Invoice Automate includes duplicate detection to prevent processing the same invoice twice.
Invoices flagged as duplicates appear in a dedicated dashboard queue (for example, you may see a count such as X invoices that are duplicated).
Find invoices flagged as duplicated
When Invoice Automate detects a possible duplicate, it adds the invoice to the duplicates queue and shows a banner/tag to prompt review.
To open the duplicated invoices list:
Open Invoice Automate
From the dashboard, go to: X invoices that are duplicated
You will see a list of flagged invoices and a count (for example, You have 3 duplicated invoice(s))
Select an invoice in the list to open the invoice preview
In the duplicate alert banner, select Compare Invoice
Review the side-by-side comparison screen:
Selected Invoice appears on the left (the invoice currently in your queue)
Duplicate Invoice appears on the right (a previously processed or matched invoice)
Scroll through both invoices and review any highlighted items
The interface may highlight matched/flagged content
Choose what to do with a duplicated invoice
After confirming whether the invoice is a true duplicate, select the most appropriate action.
Option A: Approve the invoice
Approve if it is not a duplicate (or if it’s valid to process).
To approve:
In the comparison screen, select Approve (top action buttons)
Confirm the invoice proceeds through your normal workflow and syncs to your connected system
Option B: File Only (keep a record, don’t process)
Choose File Only if you want to retain the invoice image/details but not push it through the approval/payment workflow (commonly used for confirmed duplicates you still want on record).
To file only:
Select File Only in the comparison screen
Confirm the invoice is removed from the duplicated queue and stored according to your organisation’s filing rules
Option C: Save as Draft (if available)
Use Save as Draft if you’re not ready to action the invoice and want to return later.
To save as draft:
Select Save as Draft
Return later from your draft/queue view and continue the review
Option D: Delete the invoice
Delete if the invoice is a confirmed duplicate you don’t want retained in your active workflow.
To delete:
Select Delete from the available actions
If prompted, confirm the deletion
Deleted invoices move to the Recycle Bin, where you can restore them if needed or permanently delete them. Retention duration is 90 days.
What’s next?
If you have multiple duplicates, learn how to review and approve them in bulk.