How to Import a Provider Invoice?

Sequence > Left Navigation Bar > Purchases > Invoices

From the Purchase Invoices section, you can quickly and efficiently import invoices using Sequence’s Smart Scanner.
To Import a Purchase Invoice :

1. Click on "Purchases."
2. Then, click on "Invoices."
   
   
3. In the Invoices section, click on "Import Invoice."
   
4. Select or drag your invoice files.
   Note: If your PDF contains multiple invoices, you must import it through the Import Box to split them.
   
5. After uploading your invoices, click "Add Invoice" to confirm the import. 
   
   

1. For invoices with the status "To Process," click on the three dots.
2. From the menu, select "Process Invoice."
3. If the invoice includes a QR code, the default option "Invoice with payment details" will be selected.
4. This option automatically extracts payment details using the QR code scanner.
   
5. Sequence will automatically create a supplier if it doesn't exist, or select the matching supplier from the list.
   
6. If the invoice is related to a project, you can select the project so it is added to its expenses. 
7. Select the currency.
   If the invoice currency doesn’t appear, you must create an accounting account for that currency in the Accounting section.
   
8. Use "Total Scan" to extract just the invoice total, or "Line Scan" to extract all individual line items.
   
9. Use bulk selection to select and delete multiple lines at once.
   
10. Select whether VAT is included in the unit price. If selected, VAT will be deducted from the item’s unit price.
    
11. Review the selected purchase category.
    
12. Add more items to the invoice if needed.
13. To delete an item, click the three dots and choose "Delete."
    
14. Add a rounding amount to the total if desired.
    
15. Add a discount to the total if applicable.
    
16. Click on "Settings" to see more options.
    
17. Customize categories per line to assign different purchase categories to each line.
18. 
19. Optionally, add comments to the invoice.
    
20. Click the arrow to save the invoice as a draft if you want to finish the import later.
    
21. If you're done, click "Validate Invoice."
    
22. Click "Continue" to confirm the import.
    

1. Click on the invoice to view its details..
2. Go to the invoice history to track previous changes.
3. Click the arrow to view the attached file.