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Customers

Under payables we have invoices, credit notes and suppliers.

Supplier​

How to import a supplier​

Invoice​

How to import an invoice​

A supplier invoice can be created via:

  • APIs
  • By manually entry it
  • By using the inbox or the upload
  • With a CSV

Check this video to see how to import an invoice, if it's part of a batch import (like a csv import) you can import the import status inside the import tab.

Invoice status​

Imported invoices have a certain status, the status for imported invoices or invoices created through the APIs can be set.

For all the other invoices (created manually or imported through OCR) the status is draft.

An invoice can be moved to a certain flow, like described from the picture below.

DRAFT invoices can be deleted, modified and once verified they can be moved to waiting for approval.