Adding Invoices: Available Methods

Entering an invoice line by line is a lengthy task, especially with invoices that have many items. There’s no single button that creates the entire invoice out of nothing, but Daftra offers several methods that spare you from typing the items by hand — each suited to a different situation. Choosing the right method starts with one question: where does the invoice’s data currently exist?

Manual Entry

• Create the invoice from scratch, select the client or supplier, then add the items one by one.
• Suits you for invoices with few items, or when the data isn’t available in any other source.

Uploading an Invoice with AI

• Upload the invoice’s image or file, and the system extracts its data and items, which you review and correct before saving.
• Suits you when the invoice arrives as paper or a PDF file and you don’t have its data in a table.

Pasting from a Spreadsheet

• Copy the items from an Excel file and paste them directly into the invoice’s items table, instead of adding each item individually.
• Suits you when the data is already in a table.

Converting from an Existing Form

• Convert a previous form into an invoice, so its items, quantities, and prices carry over without re-entering them — such as converting a purchase order into a purchase invoice, or a quotation and a sales order into a sales invoice.
• Suits you when your workflow starts with a form before issuing the invoice.

Importing an Invoice File

• Import a large number of invoices at once from an Excel or CSV file, instead of creating them one by one.
• Suits you when migrating data from a previous system or entering an entire period’s invoices at once.

Choosing the Right Method

Your Data Source	Method
No source — you enter it yourself	Manual Entry
An image or PDF file	Uploading with AI
An Excel spreadsheet for a single invoice	Pasting from a Spreadsheet
An existing form in the system	Converting from a Form
A file containing many invoices	Importing an Invoice File