Frequently asked questions

Quick answers to the most common questions about capturing invoices, bank connections, storage, access, and billing. Each points to a full article for the details.

Written By Sergiu Biris

Last updated 10 days ago

Short answers to common questions. Each links to the full article.

Capturing invoices

  • An invoice did not get captured. What do I do? Forward it to your magic email or upload it manually. See Forward invoices to your magic email.
  • What does "Needs review" mean? Invoflux was not fully confident about a field and wants you to check it. See What "Needs review" means.
  • A field was read wrong. Re-upload a clearer copy to reprocess it. See Fix an incorrectly extracted or skipped invoice.

Bank and reconciliation

  • My bank connection failed with "consent is invalid". Revoke existing access in your bank, then reconnect. See Bank connection failed: what to do.
  • A transaction did not match. Match it yourself in the review screen. See Review and confirm a match.

Storage

  • Where are my invoices stored? Invoflux always keeps a copy, and can mirror to your own cloud. See Connect a cloud storage provider.

Access and companies

  • How do I give my accountant access? Invite them read-only. See Invite your accountant.
  • I manage several companies. Each is a separate workspace. See Switch between companies.

Account and billing

  • How do I change language or theme? Set your language in Settings > Preferences; switch the theme from the user menu in the top right. See Change your language and appearance.
  • What counts toward my plan? Usage like processed invoices, plus some structural caps. See Plans and what counts toward your limits.
  • How do I delete my account? In Settings > Data & privacy. See Data, privacy, and deleting your account.
  • What is Invoflux and how it works