The Upload Invoice feature allows you to effortlessly manage your receivables by uploading invoices directly into the Elevate platform.
You can upload an invoice in just a few simple steps:
1. Log in to the Elevate web platform and navigate to the Receivables Home Page.
2. Click the "Upload Invoice" icon.
3. Drag and drop your invoice file or click "Upload File" to select a file from your device. Our AI will automatically scan and extract the invoice details.
4. Review the extracted invoice details and make any necessary edits.
5. Click Continue to invoice settings to proceed to the Customise invoice settings page
Schedule reminders for specific dates (before, on, or after the due date).
Choose your preferred delivery channel: Email or WhatsApp.
Customize the reminder template if needed.
6. Proceed to send out the invoice or save the invoice
7. Track the invoice status under the Invoices & Requests dashboard
