Use the Sales Workspace to upload and extract documents used to record the goods and services you've sold to your customers.
Receipt Bank can read and extract the visible information on your accounts receivable documents.
Click ‘Add Items’ and ‘Add Sales’ to access the the Direct Upload platform for Sales Invoices. Select the file(s) you’d like to upload using the green space on this page.
After you upload a Sales Item, it will be moved to the ‘In Processing’ section of the Sales Workspace. All of the visible information on the document(s) will be extracted. This includes:
- Total Amount
- Tax Amount
- Invoice date
- Invoice number
In the Sales Workspace, you can manage all of your uploaded documents and their data. View and edit any of the associated information, and move your records across to an integrated accounting software, or your dedicated Sales Archive.
We import your customer list from Xero or QuickBooks. If you're not using these softwares, edit your customer list from the 'Account Settings'>'Maintain Lists'>'Customers' page.