Use SmartRead to Create Bills on Tradify Mobile

Topic

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

Note: SmartRead lines are added to bills as Miscellaneous items, even when a matching Price List item exists. To use the Price List item and its pricing, remove the Miscellaneous line from the draft bill, then add it again from the Price List.

Import a bill within a Job

1. Navigate to the Jobs page from the Navigation panel at the bottom of the screen.
2. Search for and select your Job.
3. Scroll across the job tabs and select the Bills tab.
4. Select New Bill from PDF or Image.
   
   
    
5. Search and select your Supplier or tap Add for a new Supplier.
6. Select Take Photo, Choose Image From Library or Choose File From Library and select/take and image of the bill file/image you want to import.

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.

To match your supplier document’s total, SmartRead may add adjustment lines such as Totals Discrepancy. Discounts may also appear on line items. Before approving, compare all lines with the original document and correct or remove any discrepancies. 

Additional information

Download and Export SmartRead Bills