Use SmartRead to Create Bills on Tradify Web

Topic

With our SmartRead option you can create a draft Bill(supplier invoice) effortlessly from a PDF or photo of a supplier invoice.

Import a bill within a Job

1. Navigate to the Jobs page from the left hand Navigation panel.
2. Search for and select your Job.
3. Select the Bills tab.
4. Select the down arrow next to the New Bill button > New Bill from PDF or Image.
   
   
   
   
5. Select your Supplier or add a new one using the +.
6. Select Choose file and select the bill file you want to import.
7. Select OK.
   
   
   
   

Import a bill from the Purchases page

1. Navigate to the Purchases page from the left hand Navigation panel.
2. Select one of the Bills tabs(Draft Bills, Approved Bills, All Bills).
3. Select the down arrow next to the New Bill button > New Bill from PDF or Image.
   
   
   
   
4. Select your Supplier or add a new one using the +.
5. Select Choose file and select the bill file you want to import.
6. Select OK.
   
   

Disclaimer: Information captured by SmartRead may have inconsistencies with the original document, we recommend all imported document data captured by SmartRead is reviewed before approving the bill.

Additional information

Download and Export SmartRead Bills