The Upload page reads your invoice PDFs or photos and fills in the invoice details for you. You check the details, then submit the invoice to your factor. The numbers on each screenshot are explained in the key under it.
Step 1 – Add your files
Click Upload in the left menu, then drag and drop your invoice files or click Upload Files. PDF, JPEG and PNG files are accepted.
1 Upload Files · 2 Scan Documents (greyed out until you add a file)
Step 2 – Scan
When each file shows Completed, click Scan Documents.
1 Your file, showing Completed · 2 Scan Documents
Step 3 – Check the details
The portal reads the document and opens a Preview. Check every field before you submit.
| # | What it is |
|---|---|
| 1 | The documents in this scan. Click one to view it |
| 2 | The document type the scan detected |
| 3 | Confidence: how sure the scan is about what it read. Lower scores need a closer check |
| 4 | Debtor (required). The scan may not pick this, so choose it from the list |
| 5 | Reference Number. Fill it in if the scan left it blank |
| 6 | Invoice number, Total rate (amount) and Date, read from the document |
| 7 | Preferred payment method |
Step 4 – Submit
Scroll to the bottom of the details and click Submit Documents to send the invoice to your factor.
1 Submit Documents
Finish a scan later
Scans you haven't submitted yet are saved on the Drafts tab of the Invoices page. Each draft shows a scan job ID instead of an invoice number. Click EDIT to open it, finish the details and submit it.
1 Drafts tab · 2 Scan job ID · 3 EDIT