Set non-invoice handling for a client

Documents that arrive at the scanning address but are not invoices, credit notes, or receipts — such as account statements, payment reminders, or supplier correspondence — are classified as non-invoice documents. Choose how Nordflow handles them to keep the client’s document flow clean.

What counts as a non-invoice document?

The data capture engine classifies each incoming document. Documents that typically fall into this category include: statements of account, payment reminders, sales and delivery terms, and marketing emails with PDF attachments. True invoices, credit notes, and receipts always go through the normal approval flow and are never affected by this setting.

Where: Open the client, then in the left sidebar expand Customer profile and click Customer profile. Scroll to the Submitting documents section and find Non-invoice handling.

1. Select one of the three options:

   Option	What happens	When to use it
   Quarantine (default)	Document lands in the Quarantine tab for admin review	When you want nothing silently lost and someone can triage regularly
   Send to email	Document is forwarded to an address you specify, then rejected from Nordflow; an audit trail entry is kept in the Archive	When the client has a dedicated mailbox for non-invoice correspondence
   Ignore	Document is auto-rejected and recorded in the Archive without anyone reviewing it	When the client is certain nothing important will arrive as a non-invoice document

2. If you selected Send to email, enter the destination email address in the field that appears.

3. Click Save.

Caution

Using Ignore means non-invoice documents are rejected without any manual review. Make sure the client understands that any document misclassified by the engine will be silently discarded.

Related: Enable e-invoices and the submission email · Fill in a customer profile