Upload invoices

You can upload invoices directly in the portal. Invoyz then reads them in for the company you choose.

Upload files#

1. Go to Invoices or Documents and click Add.
2. Under Company, choose the company the invoices belong to.
3. Click Select files or Select folder to choose files.
4. Click Upload.
5. Review the result for each file and click Close.

You can also drag files straight onto the Invoices or Documents page. The upload window then opens with your files.

PDF and UBL#

• A PDF invoice is read automatically.
• When you upload UBL files (XML), files with the same file name are read in together as one invoice. The XML file must be valid UBL 2.0 or 2.1.

When will I see my invoice?#

Your invoice appears in the Invoices overview once the document has been processed. In the meantime, you can find the uploaded document on the Documents page.

Other files#

Excel, Word, CSV, text and bank files are not read but archived only. To keep a PDF without processing it, turn on Archive only, do not process. Read more in The archive.