Invoice management
Finance → Invoices is where you handle incoming and outgoing invoices: upload invoice files for the AI to read, run bulk actions, and follow what has been paid.
Uploading invoice files
With Upload invoice files you can upload several PDFs or images at once (browse or drag and drop), and with Upload from URL you can add download links. Up to 3 files are processed at a time, and the AI reads the partner, currency, invoice number and items. Processing uses AI credits.
- If everything is recognised and nothing suggests the invoice is already on file, it is saved automatically.
- Where a check is needed, the Review button opens a window where you can correct and save it.
- If the invoice number already exists, saving is blocked until you change the number. Similar invoices already on file are listed with a link.
Bulk actions
Select invoices in the list and choose from the bar above it:
- Post to bank – a transfer batch file for the selected invoices, to import into your online banking.
- Send for approval and Acceptance… – when the company uses an approval or acceptance process.
- Export – the selected invoices to a spreadsheet.
- Drive – upload the invoice PDFs to Google Drive.
- Cashbook – send the invoices to the Cashbook accounting software, if connected.
- Payment – record a cash movement on several invoices at once (today, or by the issue, fulfilment, due or a custom date).
- Plan – set an expected payment date for the open amount.
- Reconcile – compare the invoices again with the data fetched from NAV and/or Számlázz.hu.
Payment status belongs to the whole chain
When an invoice has a cancellation or a correction attached, the list shows where the whole invoice chain stands, not each document on its own. A paid invoice with an open correction reads "Partially paid"; a paid and then cancelled invoice reads "Overpaid" (money is owed back). A "Chain: N documents" line appears under the badge in these cases.
- The Payment status filter works on the chain too, so one real debt is one row, not three.
- You can sort by what the chain still owes.
- If a chain's balance cannot be worked out (for example because two currencies are mixed in it), the row is flagged "Chain balance not computed", can be found with the Anomalies filter, and is never counted as paid.
Opening an invoice
The PDF icon next to the invoice number lets you view the attached PDF or upload one. Clicking an invoice opens the detail view with the Overview, Items, Cash movement, Bookkeeping, History and Chat tabs. From More actions you can, among other things, generate the invoice, refresh it from NAV, pay it via Wise, clone it, cancel it or correct it.
The customer page shows Open claims. An open fee request counts there at full value, because that money is expected, but it does not add to the invoiced total, because it is not an invoice yet.