Supplier invoices

Incoming invoices from your suppliers live under Billing → Supplier invoices. They are the receiving side: no numbering circle of yours, and nothing is booked until you approve.

Capture an invoice

1. Click Capture invoice and upload the PDF or photo.
2. If the file is an e-invoice (ZUGFeRD or XRechnung), the fields are read from the embedded data. Otherwise the document is read and the form fills in, with every value marked as a suggestion.
3. The record is Needs review.

Review and approve

1. Open the record. The document sits beside the form.
2. Check supplier, number, date, net, VAT and total. The Supplier match suggests the contact; possible duplicates are listed and must be acknowledged.
3. Click Approve.

Once approved, the document is locked.

Pay and hand off

• Mark as paid with the date and amount.
• To re-bill the cost to a client, create the project expense from the record: it is attached to the project and approved for billing, so the next Bill project run can include it.

Workflows can react to Supplier invoice approved and Supplier invoice marked paid, for example to notify your bookkeeping. See Workflows.