You can upload both sales invoices and purchase invoices to AutoEntry, as well as credit notes and receipts.
How to upload an invoice
To upload an invoice, follow the same steps for uploading a document. Select Purchases or Sales depending on whether it’s a sales or a purchase invoice/credit note/receipt.
📎NOTE:
The Purchases folder is where you upload purchase invoices, receipts, and purchase credit notes.
The Sales folder is where you upload sales invoices or sales credit notes.
You then have the following options to configure:
Select an upload setting
Enable Capture line items
Select a department
You can then browse and select the invoice. Once it finishes processing, it appears in your Purchases or Sales folder.
Can I transfer invoices from AutoEntry to my accounting software?
After the extraction is complete, you can review the invoice from the Inbox.
Integrated companies
If you’ve integrated your AutoEntry company with an accounting software, you can publish the invoice.
No integration
If you don't have any integration, you can download the extracted invoice data and then import it into your accounting software.
What is the cost of processing an invoice?
The charge for processing a sales or purchase invoice is one credit per invoice or two credits per invoice if it has line items.
The monetary cost per invoice depends on your subscription level.