Upload and file an invoice
ConstructionPro.io · 29 July 20261 min read
Get a bill from email onto a live cost line without re-keying the whole thing.
Re-keying is how a budget quietly lies. Upload the file, check the extracted fields, and post it to a category.
Steps
- Open Costs → Invoices and start a new invoice.
- Upload the PDF or photo — A phone picture of a bill is fine.
- Check supplier, date and total — Correct anything the read got wrong.
- Assign a category (or split — see How to split an invoice).
- Save — Remaining on that line updates. Mark paid when the money has actually left.
Comments and @-mentions live on the invoice so “looks fine” is not lost in WhatsApp.