Skip to main content

How to import invoices

Maxime avatar
Written by Maxime
Updated over 2 weeks ago

A sales invoice can be quickly imported by Drag &, Drop.

  • Go to the Accounts Receivable menu

    Image_410.png


  • Drag and drop a file in the import area or click it to open the file explorer and select invoices to import

    Image_346.png

After import, the invoice will appear in your in-progress list.

While the OCR extracts data automatically, we recommend reviewing and verifying the extracted information. You are responsible for ensuring the accuracy of all document data.

Did this answer your question?