Add invoices

Upload one or more files, review mixed outcomes, or create a manual invoice draft.

Upload invoice files

1. Open Invoices and select Upload. Choose one or more supported invoice files. You can also drag files onto the invoice page when the upload action is available.

2. Read the upload tray. Each file reports its own progress and result. You can keep working while accepted files continue processing.

3. Retry only failed files. Keep successful uploads. Correct the named problem and retry the failed file so you do not create a duplicate for one that already succeeded.

Create a manual invoice

Select Manual entry when you need an invoice record without a source document. Add the vendor, invoice identity, totals, lines, coding, and other required company fields, then review the draft before sending it into the next available step.

Manual entry and Upload are separate permissions. If one action is missing, ask an administrator to confirm your role.

Choose email when context matters

Forward the original vendor message to the company intake address when the conversation, sender, or attachments need to remain together. Use direct upload for files that do not need email context.