Automatic invoice data capture

    Overview

    Who can use this feature?

    Admins and managers

    Professional plan

    Upload invoices directly to Backbar and our data entry team will turn your invoices into inventory. Get updates for item quantities, costs, and new items.

    All costs and items from your invoices will be entered for you automatically just by taking a picture of your invoice in the app or uploading your invoice from the web. This allows you to accurately track new inventory quantities and costs without doing all the data entry.
     
    Here are the steps to use the Automatic Invoice Data Capture:
     
    1. Create your order in Backbar
    Before you can upload an invoice to your account you have to create the order and assign the order to a vendor. You can add orders to Backbar in two ways:
    • Build and submit your orders through Backbar directly to your vendor sales representative. This automaticlaly creates an order in your Order History and assigns the order to the corresponding vendor. (Learn more about How to place orders with vendors)
    • Add an order placed outside of Backbar from the Order History page.

    If you submit your orders through Backbar, then jump to step 3 to see instructions on how to upload your invoice.


    2. Adding an order place outside of Backbar
    • Select Order History from the menu navigation under Orders

    Web Inventory Items - Order History Nav

    • Click Add Existing Order on the Order History page. The button will be underneath Partial Orders section if you have Product Connect turned on.

    Web Order History - Add Existing Order Smaller

     
    3. When you receive the invoice for your order, select the order from the Order History page. On the left side of the screen, in the Order summary panel, select Upload invoice

    The preferred file types for invoice upload are PDF, PNG, and JPEG.
     
    Web Order Page - Upload invoice


     
    4. Within 1-2 business days, your invoice will be processed and the order completed in Backbar. Our data team will add or edit the following information:
     
    • Add products, order quantities, and item costs. 
    • Update order quantities and set out-of-stock items to "0" if the invoice shows different quantities than the order
    • Add new products to your account when you bring in a new product
    • Make notes to alert you to any differences between the order place in Backbar and the invoice You will receive an in-app notification when we add any notes for you to review. 
     

    Still have questions or want to report an issue?

    Submit a support ticket