Start from the problem, not the feature list
Turn a stack of paper invoices into records
A folder of PDFs from the old system, photos of handwritten invoices, a scan of last quarter. You need them in the books as real invoices, not retyped one by one on a Sunday.
The situation
You are moving from paper or from another tool, or a client sends you their own purchase documents and you invoice from them. The documents are in every format: PDF, photos, Word files, a few that are plainly broken. The job is boring, error-prone, and it only ever gets done in bulk.
What goes wrong today
One document at a time, each one waited for, each result checked while the next one uploads. A corrupt file stops the queue with an error nobody understands. A week later you cannot tell which invoices came from the import and which were typed.
How it works in Invoice My Clients
Drop up to 25 files on Invoices > From a document (Professional plan and above). The batch runs in the background; you can close the tab. Each document becomes a draft invoice with the fields the AI read and a confidence flag on anything worth checking; you confirm before anything is sent. A document the AI cannot read, or a file that is not what its name says, is reported by name with the reason instead of failing the batch. When the batch is done you are told in the app and by email and text if those are on (they are on by default). Every invoice from the batch carries its batch label in the invoice list, and the list filters by it, so the import stays findable. When one batch finishes you can start the next.
When it does not fit
| Situation | What happens | What you do |
|---|---|---|
| A document is a receipt or an expense, not an invoice | It is drafted as an invoice anyway | Upload receipts under Deductions instead, where the AI reads them as expenses |
| You have more than 25 documents | One batch at a time, 25 at most | Start the next batch when the first completes |
| You are past the included scan allowance | Each document is one AI scan: 50 a month on Professional, 250 on Business, then $0.35 each | Check the allowance under Deductions before a large import |
| The document is a purchase order | Invoice from a document reads invoices | Business plan: use Purchase order from a PDF |
Where this lives in the product
Free tools
Questions people ask
Does anything get sent to clients automatically?+
No. Every document becomes a draft. You review, fix anything flagged, and send.
What file types work?+
PDF, images (photos and scans) and Word documents. For a list of clients use CSV client import instead.
How do I find the imported invoices later?+
Filter the invoice list by the batch label. Each invoice also shows the document it came from.