If you want to centralize your client invoices in one place for easier bookkeeping, accounting, and cash flow management, Qonto offers a simple way to upload and store all client invoices and documents. This feature enables you to import client invoices or receivables invoices into Qonto in order to accelerate bookkeeping and facilitate better income tracking.
This is available for all pricing plans.
How can I upload customer invoices in my Qonto app ?
Only owners and admins can upload invoices. To do so, please follow the steps below:
- Go to the Invoices section
- Click on the Upload invoices button at the top right corner
- Browse and select the invoices you want to import.
The invoices will be automatically processed and matched with a relevant transaction if one exists. If the automatic processing is unable to find a match, you can also manually match your uploaded invoice to transactions in your Qonto account.
💡 This is available on the web app, and it will be available on the mobile app starting on the 23rd of July. On mobile, you will not be able to import invoices; you can only edit and reconcile the imported invoices.
Can I automatically import my invoices from another tool ?
Yes, it is possible thanks to Chift, a powerful integration, which enables you to link any billing tool such as Stripe for example to your Qonto account.
This will allow you to import your client list, historical customer invoices from other services, into your Qonto’s app.
How to set up the automation with Chift?
To import and/or synchronize your customer invoices, please follow the steps below:
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Go to the Invoices section
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Click on the Activate integrations and tools button 🔌
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Press Import receipts and supplier invoices
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Browse and select the integration you use, press Connect
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Enter your login details for the integration tool to establish the connection.
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Select the date range for your invoice import.
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Manage imported invoices including automatic matching to transactions (when available) and sending payment reminders.
💡 If you have a Business or Enterprise plan, you can synchronize invoices to Qonto and import them as they are created from connected tools.
How many invoices can I automatically import with Chift?
- For Business and Enterprise plans, users can import an unlimited number of invoices
- For all other plans, the limit of automatically imported invoice is 50. Once the number of Invoice is reached, you will be able to upload new invoices from the Qonto app directly.
Which file formats are accepted?
You can import invoices as PDF, PNG, or JPEG files.
Can I upload files other than invoices, like quotes or credit notes?
You may not import quotes, but you can import credit notes, which will be processed and matched with a transaction, if one exists, just like an imported invoice.
Where can I find my uploaded invoices that haven’t been matched with a transaction?
These invoices will appear under the Pending section of the Client Invoices tab. From there, you can manually mark the invoice as paid once a payment has been made, which will move the invoice to the Completed section.
How can I edit an uploaded invoice?
Presently, you can only edit uploaded invoices in the mobile application. To make changes on desktop, you can delete and re-upload the updated invoice.
For any further questions or assistance, feel free to contact Qonto's customer support team via chat.