📊You import your invoices into CashCollect using an Excel or CSV file and you want to add the pdf invoices to include them in the payment reminders? ?
Good news, it is now possible to assign mutilple PDF to existing invoices without having to validate the link manually 🎉
Requirement
Before importing your PDF file, you must ensure that the invoice number is included in the name of the PDF document exactly as it is in Agicap.
Import your PDF invoice
Click on the Add Invoices button at the top right of the screen then click on Assign PDF to invoices to select the PDF documents you want to link. You can select up to 200 documents at once.
Your documents will be automatically assigned to the existing invoices. 😄
How do we match the documents?
To handle the maximum of use cases, we've developed an intelligent matching system based on invoice number detection, special characters reading, with no case sensitivity.
A few examples
Invoice number | Document name | Match | Why |
Fact_123 | Fact_123_22_12_2022.pdf | Match | The invoice number is exactly present in the document name |
Fact_123_22/12/2022 | Fact_123_22_12_2022.pdf | Match | The invoice number is present in document name with special character |
Fact_123 | Fact_1234_22_12_2022.pdf | No match | The figure |
4. What happens if there is no match?
If we can't match the PDF document to any invoice, or there's already a PDF with the same name on the invoice; the document is added to the pending validation invoices.
You can manually manage it: delete it, create an invoice, link it to an existing invoice.
💡 Good to know: If you have any questions, feel free to contact us on the chat, we can help you 😉