How to Import an Invoice from a PDF File
To import an invoice as a PDF or image file:
Click on Add invoices in your dashboard.
Select Import PDF documents
Choose the PDF or image files you wish to import.
Agicap will process the documents using OCR (Optical Character Recognition) to extract essential fields such as the invoice number, amount, and dates.
What Happens After Importing the File?
After importing, the invoices will be temporarily added to the Pending verification list. Here, you can review and verify the extracted information before the invoices are fully added to your records.
Additionally, if you have multiple pending documents that you no longer need, you can now delete them all in bulk. Simply go to the Client Invoice page under Accounts Receivable, click on the Manage pending documents dropdown, and select Delete all pending documents. This new feature streamlines the document management process, saving you time and effort.
💡 Tips
You can import multiple PDF documents at once to save time.
Ensure your PDF files are clear and legible to improve OCR accuracy.
Remember to verify the extracted data in the Pending verification section to confirm all details are correct.
Use the Delete all pending documents option to efficiently remove unnecessary pending files and keep your workspace organized.
FAQ❓
Why isn't my invoice appearing after import?
After importing, invoices appear in the Pending verification section. Make sure to check there first. If it's not present, ensure the file format is supported and the document is clear.
How can I delete multiple pending documents at once?
You can delete all pending documents in bulk by navigating to the Client Invoice page under Accounts Receivable. Click on the Manage pending documents dropdown and select Delete all pending documents. This will remove all pending files in one step, simplifying your document management process.