Upload invoices
Upload invoice files from your computer when email intake or manual entry is not the right path.
Who can do this
You need the company:invoice:upload permission.
Before you start
Clerked accepts PDF, image, spreadsheet, and DOCX files. Supported extensions include .pdf, common image formats, .csv, .xlsx, .xls, .xlsm, and .docx.
Steps
- Open Invoices in the left sidebar.
- Find the separate
Upload {document}button in the page header. The document noun comes from your company schema, so one company may see Upload Invoice while another sees its configured record name. - Select
Upload {document}to open your computer's file picker. - Choose one file, or select several files for a batch.
- Confirm the selection in your computer's file picker.
- Follow each file in the upload tray while it moves through the upload stages.
Manual entry and Upload {document} are separate page-header actions with separate permissions.
What you should see
The upload tray shows each selected filename and its progress. After a file is received, a new invoice appears in the list and processing continues in the background.
If something goes wrong
- If the page-header upload action is missing, ask an administrator to check your
company:invoice:uploadpermission. - If an upload fails, use the retry control beside that filename in the upload tray. Its accessible label starts with Retry and includes the filename.
- If upload finishes but invoice processing reaches a terminal error, open the processing error notice on the invoice. Do not create a duplicate invoice just to retry processing.