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Step 1: Upload the Supplier Invoice

The first step is to get the non-PO supplier invoice into Zudello. Use either email or manual upload.

Option 1: Email Upload (Recommended)

  1. Forward the supplier invoice email (with the invoice attached) to your team's dedicated Zudello purchasing inbox.
    • Tip: If you don't know your team's inbox address, ask your administrator or check Settings > Mailboxes. See Inboxes in Zudello for details.
  2. Zudello automatically extracts the invoice attachment and places it in the Purchasing > Invoices submodule.

Option 2: Manual Upload

  1. Navigate to the Purchasing > Invoices submodule in Zudello.
  2. Drag and drop the invoice file (e.g., PDF) anywhere onto the screen.
    • Alternatively, click New Invoice, then Click here to upload, and select the file.
  3. Wait for the upload confirmation and click Close.

What Happens Next?

Zudello moves the uploaded invoice to Scanning status while it extracts the data. Once complete, it will move to either Ready or User Review status. Since there's no PO number, it won't be automatically matched.

Next Step: Review Extracted Data & Complete Coding

Related How-To Guides:

title: Step 1 - Upload Invoice description: Upload the non-PO supplier invoice into Zudello using email or manual upload. slug: /product-guide/ap-clerk/process-non-po-invoice/step-1-upload-invoice sidebar_label: 1. Upload Invoice​

Step 1: Upload the Supplier Invoice

The first step is to get the non-PO supplier invoice into Zudello. Use either email or manual upload.

Option 1: Email Upload (Recommended)

  1. Forward the supplier invoice email (with the invoice attached) to your team's dedicated Zudello purchasing inbox.
    • Tip: If you don't know your team's inbox address, ask your administrator or check Settings > Mailboxes. See Inboxes in Zudello for details.
  2. Zudello automatically extracts the invoice attachment and places it in the Purchasing > Invoices submodule.

Option 2: Manual Upload

  1. Navigate to the Purchasing > Invoices submodule in Zudello.
  2. Drag and drop the invoice file (e.g., PDF) anywhere onto the screen.
    • Alternatively, click New Invoice, then Click here to upload, and select the file.
  3. Wait for the upload confirmation and click Close.

What Happens Next?

Zudello moves the uploaded invoice to Scanning status while it extracts the data. Once complete, it will move to either Ready or User Review status. Since there's no PO number, it won't be automatically matched.

Next Step: Review Extracted Data & Complete Coding

Related How-To Guides: