Use the Sales Workspace to upload documents used to record the goods and services sold to your customers and extract the data.
Receipt Bank will read and extract the visible information on your accounts receivable documents.
From anywhere within the web app, click on the green ‘Add Documents’ button in the top right corner, and the add documents side panel will appear.
Then click on the Sales tab to access the the Direct Upload platform for Sales Invoices. Select the document owner (if applicable) and then either drag and drop your files or click the Select Files button.
Take note of the options to select one document per file, or one document per page of a file. And the file size limits.
After you upload an 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. Currently only users connected to Xero, Sage Accounting, and QuickBooks Online are able to publish directly.
For users with a dual integration, you have the ability to publish invoices to your primary integration such as Xero or QuickBooks Online. You can not publish sales invoices to your secondary integration such as Bill.com, Workflow Max, or Gusto.
We import your customer list from Xero or QuickBooks Online. If you're not using either software, you are able to manually edit your customer list from the 'Account Settings'>'Maintain Lists'>'Customers' page.