If you have a PDF version of an existing invoice, you can upload the invoice by:
1) First, clicking on Generate Invoice.
2) Go to the PDF UPLOAD section at the top (beside CREATE EINVOICE).
3) Upload OR drag & drop a PDF Invoice from your computer.
4) The PDF will show up in the Uploaded Documents section with the status as “Importing."
5) Click REFRESH LIST, and the status should change to “To Validate."
6) Click on Validate Invoice and fill in the document information.
7) Fill in the required fields for Document Info.
8) Click NEXT, fill in the fields for the second section: Customer Info. Choose the customer you are creating an invoice for.
9) Review the line items that will have transferred from the PDF and make sure the information is correct. Edit anything as needed or add more line items.
10) Click NEXT, fill in the fields for the fourth section: eWay Bill.
11) Review your information on the SUMMARY page and double check to make sure the following sections are correct:
a. Document Details
b. Customer Details
c. Your Organization Details
d. eWay Bill Details (if applicable)
e. Line Items
12) Once you have finished reviewing the above sections, click Generate Invoice.
13) The message, “Invoice Successfully Created,” will pop up in a green banner, and the status will change to “Invoice Generated."