Prepare Invoices

Prepare the batch of invoices in Automatic Invoicing by adding page breaks, removing pages, or rotating pages as needed.

In some cases, there may be multiple invoices in a single PDF. There may also be blank pages, or some pages that are not oriented correctly. You can correct those issues on the Prepare page.

Note: If you start this procedure, and need to exit before finishing, you can save your progress and return to this page at any time. To do so, select Save and Resume Later. The saved batch will be visible on the Invoices page, where you can select Continue to re-open and complete it at another time.

  1. On the Prepare page, review the PDFs, add any necessary page breaks between separate invoices, and remove or rotate pages as needed.
    1. (Optional) To add a page break to a file shown in the thumbnail images on the Prepare page, you can select Page break for the corresponding file and page.
      If you need a larger view of the file, you can select a page to open the PDF viewer, use the forward or back arrow to move to the spot where you want to insert the page break, and then select Page break.

      Optionally, you can also insert page breaks between all pages by selecting the Page Break All option in the upper right-hand corner.

    2. (Optional) To remove a page, select a page to open the PDF viewer, use the page forward or back buttons to navigate to the page you want to remove, and then select the Mark for removal checkbox.
    3. (Optional) To rotate a page, select a page to open the PDF viewer, use the page forward or back buttons to navigate to the page you want to rotate, and then select the Rotate option to rotate the page as needed.
  2. Once you have made all the desired modifications to the files in this batch, select Next.
Automatic Invoicing analyzes the PDFs in the batch and auto-populates the header information.
Continue to the Process step to review the results, make any corrections, and then send the data to your ERP system.