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Uploading Invoices

We make it easy to get your invoices into the system, and processed.

Mark Epchteine avatar
Written by Mark Epchteine
Updated over a week ago

Before uploading any invoices, make sure you're in the right location by clicking at the top right, and ensuring you select the right one.

Web

Mobile

Click the organization tab on the bottom far-right, followed by the location drop down at the top.


Video Rundown - Web

Video Rundown - Mobile


Web

To upload invoices - simply click on the blue Upload Invoice button from any Overview or Order sectioned tab.

Drag in or select and upload your invoices - and click on the blue Upload button.

** Please note, at this moment we support up to 20 individual PDFs at a time. You can upload all your invoices as one PDF or as multi-page PDFs no problem.

Once you click Upload, make sure to leave the window open for the upload to complete - but feel free to navigate away to other pages!


Mobile

To upload invoices from the mobile app:

  1. Click the blue + in the center

  2. Select whether you would like to take a photo, choose a photo, or select a document.

  3. Repeat for all invoices

  4. Click on the upload button

And you're done!


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