Creating from Digitized Documents
Learn how to create and manage invoices
When creating an invoice from an uploaded document:
- After uploading and processing, click "Create Invoice" on a completed scan
- The system will pre - fill data extracted by AI:
- 3. Business Details Source : Choose between:
- Review and edit all fields as needed
- Click "Create Invoice"
Note: Digitized invoices default to "DRAFT" status for review.
Pro Tips
- Always review AI-extracted data for accuracy
- Use extracted details for one-time vendors, profile for your business