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How to import accounts receivable manually

Maxime avatar
Written by Maxime
Updated yesterday

A sales invoice can be quickly imported by drag and drop.

  • Go to the Accounts Receivable menu

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

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  • 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.

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