Imported Sales
This page lists your sales invoices imported from external sources (PDF, scan). After AI extraction and your validation, they feed into your reports and can be reconciled against bank transactions.
Statuses
Section titled “Statuses”| Status | Meaning |
|---|---|
| Draft | Document imported, awaiting extraction |
| Processed | Extraction complete — awaiting your review |
| Final | Validated document, included in reports |
| Paid | Document fully settled |
| Partial | Document partially received |
Importing a sales invoice
Section titled “Importing a sales invoice”- Click Import to submit a PDF or image file.
- AI analyzes the document and extracts key information (number, client, date, amount, VAT).
- Once extraction is complete, the document moves to Processed status.
- Click the row to open the review page.
Reviewing and validating
Section titled “Reviewing and validating”On the review page (/sales/review):
- Check the extracted data (pre-tax amount, VAT, client, date, number).
- Link the document to an existing client if needed.
- Click Validate to confirm — the document moves to Final status.
- Finalized documents generate the corresponding accounting entries (VT).
Viewing the source file
Section titled “Viewing the source file”In the list, click the Eye icon (Actions column) to display the original PDF or image without leaving the page.
Bank reconciliation
Section titled “Bank reconciliation”Documents with Final status appear in the credit reconciliation list. Match them to a bank receipt from the Transactions page.
Reports
Section titled “Reports”Validated imported sales are included in:
- Aged balance — tracking client receivables
- VAT report — declared collected VAT
- ARC export — normalized accounting file
- Always verify the invoice number before validating — it is used in reports.
- If extraction failed or contains errors, correct the fields on the review page before validating.
- A rejected document no longer appears in reports. You can re-import it.
Troubleshooting
Section titled “Troubleshooting”Document stays in Draft status — extraction is still in progress. Wait a few seconds and refresh the page.
Client not recognized — enter the name manually on the review page or create the client from the clients list.
Extracted amount is incorrect — edit it directly on the review page before validating.
Need help? Contact our technical support.