Yes, you can import invoices crafted outside the app 👍🏼
There are actually 3 ways to do this:
- You can simply send a PDF file to email@example.com. This is our favorite way because you can simply put firstname.lastname@example.org in cc or bcc when you send an invoice to your customer. Completely seamless! Note that you currently must do this from the same e-mail address that you used to sign-up (this is how we know it’s you). Your invoices will appear in a few minutes in revenue screen. To make sure that any information pre-filled by our character recognition is correct, they will still need to be validated in the app.
- You can import a PDF from your phone (or cloud services like Dropbox or Google Drive) by selecting the “Upload PDF’ option which you see when clicking the + icon in the revenue screen. iOS may require you to activate access to your cloud services. For this, follow Browse -> Locations -> Edit and activate Dropbox or whichever service you want to upload from.
- You can simply take a picture of your invoice if you have it on paper. You will also see this option when clicking the + icon in the revenue screen.
Quick disclaimer: importing your invoices is sometimes a bit more difficult, as line items and sub-totals are harder to identify. Let us know if you have feedback on this experience.
A question about import of invoices in the app? We are available on the chat for you, as always.