You can edit the data extracted by AI or synced from NAV at any time.
Editable fields
The following fields are available when editing an invoice (in the order they appear on the form):
•Partner — The issuer or recipient of the invoice. The partner name can be edited via the pencil icon, and a new partner can be created with the plus icon.
•VIES valid — Can be automatically verified by entering a community tax number; can be removed by clearing it.
•Invoice number — The unique identifier of the invoice (required field).
•Payment method — Selectable from a dropdown (bank transfer, cash, etc.).
•Region — Selectable from a dropdown (domestic, EU, non-EU).
•Invoice date — The date the invoice was issued.
•Due date — The payment deadline (required field).
•Delivery date — The date of delivery.
•Period start / Period end — The billing (settlement) period covered by the invoice. Useful for recurring services (e.g. "April invoice", "Q2 2026"). The AI fills these automatically when it finds them on the document — both from explicit ranges ("Billing period: 2026-04-01 – 2026-04-30") and implicit references (month, quarter, year).
•Amounts — Net, VAT and gross amounts.
•Line items — Add, edit or delete individual items.
•Notes — Add custom notes to the invoice.
Managing invoice items
On the invoice form the Invoice items panel gives an overview: the description, the categorisation (cost center · job number) and the gross amount per item, with the net/VAT/gross totals underneath. Uncategorised items are highlighted with an amber dot and a warning strip.
•Fix a single item — click a row in the panel and the item's editor opens as a slide-over on the right.
•Work on many items — the Manage items button opens a full-width table where you can search, sort, add items, and select rows for bulk categorisation or deletion.
•Only the incomplete ones — the Categorize button in the warning strip opens the table filtered to the items missing categorisation.
Invoice item settings
The following categorisation options are available for each invoice item:
•Cost center — Assign a cost center to the item. If the desired cost center does not yet exist, you can create it directly on the editing form.
•Job number — Assign a job number to the item. New job numbers can likewise be created on the spot.
•Forwarding — Enable the forwarded item flag to specify the related outgoing invoice item and the forwarded amount. This links the incoming cost with its corresponding outgoing revenue at the item level.
This data also appears in exports, enabling accurate item-level reporting during any audit.
Invoice image
In the detailed invoice view you can view the original invoice image (PDF). If the invoice came from NAV and has no image, you can upload it manually.
NAV refresh
If the AI misread the invoice number or it changed in the meantime, the NAV-logo button in front of the invoice number field lets you pull the authoritative NAV data in one click:
1
Correct the invoice number to the right value.
2
Click the green NAV icon in front of the invoice number field.
3
Confirm the modal. Do not leave the page while it runs — usually a few seconds.
4
NAV is queried in both INBOUND and OUTBOUND directions; if either has a hit, the header and line-item fields are refreshed from the NAV-authoritative values.
What stays untouched after a NAV refresh? User-managed data that NAV never provides: billing period, register number, approval / processed flags, notes, and on line items the cost center, job number and forwarding markers.
What gets overwritten? Supplier and customer data, dates (issue, delivery, due), currency, net / VAT / gross amounts, and the financial fields on the line items.
If NAV does not find the given invoice number, or a technical error occurs, nothing is written to the invoice — you see a warning or error toast and the invoice stays unchanged. However, any unsaved manual edits may be lost, so it's worth clicking the Save button once before running a NAV refresh.
