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All CollectionsElevate ReceivablesCollect payments with upload invoice feature
What is the Upload Invoice feature and How do I upload an invoice?
What is the Upload Invoice feature and How do I upload an invoice?
Updated over a week ago

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.

  4. Review the extracted invoice details and make any necessary edits.

  5. Click "Save" to store the invoice or "Send" to share it with your customer.

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