How to upload an existing invoice

If you already prepared an invoice in another system, use Upload invoice instead of creating a duplicate invoice for the same payment.

1. Select Upload invoice on Dashboard, or open the client and select Upload Invoice.

2. Choose the invoice file and complete the information requested by the upload form.

3. Check that the client, invoice number, date, amount, currency, and description match the original document.

4. Submit it and follow any review or matching instructions shown.

Use a readable, complete invoice. Do not upload a payment receipt in place of the commercial invoice. If the invoice has been revised, make clear which version is final.

Follow the file-type and size limits shown in the upload form.

If an upload fails, check the file and error message before retrying. Contact support if the invoice already appears in your account but cannot be used.