How to Upload Invoices in Docyt

Upload Invoices in Docyt to bring bills into your Bill Pay workflow and ensure all invoice details are automatically extracted for faster processing.

Let’s delve into how to upload invoices in Docyt, which is the first step in the Bill Pay process.

Docyt offers multiple ways to upload invoices, allowing flexibility for how your business receives and manages bills.

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Navigate to Bill Pay

From your Docyt business dashboard:

1. Go to the Expense section.

2. Select Bill Pay.

3. Open the Invoice Queue.

This is where all your uploaded invoices will be displayed.

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Methods to Upload Invoices

You can upload invoices to Docyt using any of the following methods:

1. Forward via Email

Forward invoices to your unique Docyt email ID.

Any invoice sent to this address automatically appears in your Invoice Queue once processed.

2. Drag and Drop

Simply drag and drop one or more invoice files directly into the Invoice Queue area.

This method allows you to upload multiple invoices at once.

3. Add Invoice Manually

You can also upload invoices manually:

1. Click the Add Invoice button in the top-right corner.

2. Choose From Computer to upload an invoice saved locally.

3. Select the file and click Open.

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Processing the Invoice

Once uploaded, Docyt will automatically process the file and extract all key invoice details, such as vendor name, invoice number, date, and amount.

To check the upload progress:

1. Open the Notification tab.

1. If the invoice shows as Processing, Docyt is still retrieving data.

1. Click Refresh in the Notification tab after a few moments to update the status.

When processing is complete, the invoice will appear in your Invoice Queue with all the extracted details pre-filled.

And that’s how you upload invoices in Docyt. Your invoice is now successfully uploaded and ready for verification.