Upload an invoice manually

Add an invoice yourself. SignSolid reads and files it just like an emailed one.

Written By Alex

Last updated About 1 hour ago

Some invoices are handed to you on paper, downloaded from a portal, or sitting in a folder. Upload them directly.

Steps

  1. Open Invoices and choose Upload.
  2. Select your file or files.
  3. Choose Upload and process to start extraction and filing.

Supported files

  • PDF
  • Images: JPG, PNG, HEIC
  • Word documents: DOCX
  • ZIP archives containing several invoices

The result

The uploaded invoice is processed, its fields extracted and stored, exactly like an emailed invoice.

Troubleshooting

  • The upload failed. Check the format is supported and the file is within the size limit. Very large scans may need re-saving at a lower resolution.
  • The details came out wrong. Upload a cleaner copy, or correct the fields by hand.
  • You have a lot of invoices. A ZIP archive or forwarding them to your capture address is quicker than uploading one at a time.