How to add invoices to the mobile Klippa App?
Tip: Looking for how to add invoices via the Klippa Web App? Then read this article.
Tip: Looking for how to add invoices via email in the Klippa Web App? Then read this article.
Open the Klippa App on your smartphone or tablet and log in. Then go to "Manage Invoices" via the menu.
At the bottom of the screen you will see a button with Take picture. If you press this button, the camera will open so that you can take a picture of the invoice. After a successful scan you will proceed to the next screen.
You will now see that the invoice has been added and you can add a description. Depending on the company settings, there may be fields for a payment method, cost center, cost unit and/or project. If you scroll a little further down, you will see the invoice information, which we recognized instantly for you.
Once all fields have been completed, press the Save button at the bottom. The invoice is now saved and is either automatically assigned to the correct workflow by means of a business rule, or a finance user can manually assign an authorization flow in the Klippa Web App.
Tip: Looking for how to approve invoices in the mobile Klippa App? Then read this article
Tip: Looking for how to add invoices via email in the Klippa Web App? Then read this article.
Open the Klippa App on your smartphone or tablet and log in. Then go to "Manage Invoices" via the menu.
At the bottom of the screen you will see a button with Take picture. If you press this button, the camera will open so that you can take a picture of the invoice. After a successful scan you will proceed to the next screen.
You will now see that the invoice has been added and you can add a description. Depending on the company settings, there may be fields for a payment method, cost center, cost unit and/or project. If you scroll a little further down, you will see the invoice information, which we recognized instantly for you.
Once all fields have been completed, press the Save button at the bottom. The invoice is now saved and is either automatically assigned to the correct workflow by means of a business rule, or a finance user can manually assign an authorization flow in the Klippa Web App.
Tip: Looking for how to approve invoices in the mobile Klippa App? Then read this article
Updated on: 11/01/2023
Thank you!