1. Send invoices by email
Simply send your invoices as an attachment to the email address created during activation. They then appear automatically under Bills.
You can find the email address under “Settings" -> “Integrations".
Once your email has been processed successfully, you receive an automatic confirmation of receipt by email.
2. Upload invoices
Invoices can also be uploaded directly in the system.
In the left navigation, click “Bills”.
At the top, select the “Upload” button.
Drag and drop your file into the window or select the invoice manually from your device.
After the upload, the invoice is recognized automatically, its content is read, and it is available within a short time in the “Bills” area.
3. Create invoices manually
If you do not have the invoice yet, you can create it directly in the system.
Go to “Bills”.
Click the “Create” button.
Enter the relevant information about the invoice, e.g., invoice number, amount, payment term, etc.
Click “Save” to create the invoice.
The created invoice then appears automatically in the Bills overview and can be edited and processed as usual.
Upload the invoice file later
If you have created an invoice manually in the system but receive the actual invoice only at a later point, you can simply attach it afterwards.
On the left, in the “Drag and drop files to upload” area. The uploaded file is automatically assigned to the invoice and saved.
This feature is especially useful if you already know that an invoice will be due but the actual document is still outstanding. This way, you keep track of your payments and can simply submit the document later.
