CashFlow Central streamlines your bill creation process by allowing you to start with an invoice you've received from a vendor. Instead of manually entering all the details, you can upload the invoice and let CashFlow Central automatically extract key information like vendor name, amount, and due date. This saves time and reduces data entry errors while ensuring you have proper documentation attached to your bills from the start.
Creating a new bill by uploading an invoice
1- At the top of the page, select Pay.
2- In the Pay dashboard, select the Bills tab.
3- In the Bills tab, select the Import bills dropdown arrow.
4- From the options menu, select Upload files.
5- You will then be prompted to select an invoice from your device.
CashFlow Central accepts PDF, JPEG, JPG, and PNG files up to 10MB. Upload one invoice per bill. The system will scan your invoice and autofill payment details, but always review for accuracy.
6- The invoice will be uploaded and then scanned for information to add to the bill.
7- Once uploaded, the invoice will appear on the left side of the Bill details page:
- You can replace the invoice with another by selecting Replace.
- You can delete the attached invoice by selecting Delete.
8- Review the automatically scanned details from the invoice that were added to the bill. Make any edits where needed.
9- Select Save and close to save the bill with the invoice attached. To continue with the payment, select Continue to pay.
That's it! You've successfully created a new bill using an invoice. You can now find your new bill in the Bills tab, ready for review and payment when needed.