There are two ways to upload an invoice in Apperio, from the Invoice Page or from the matter that the invoice relates to.
One thing to note is that for either method, the matter has to be in Apperio already.
Invoice Page
First navigate to the Invoice Page from the side bar menu.
If an invoice is already present in your data file, Apperio will automatically prompt a PDF upload by displaying the ‘Pending’ status. To add an invoice, hover over the ‘Pending’ status and select ‘UPLOAD PDF’. The system will populate the Invoice Number, Client, and Matter ID or Name automatically using the data from the data file.
Alternatively, select the NEW INVOICE button on the top right of the Invoices page to upload a new PDF.
First, drag and drop your PDF into the PDF invoice box or click ‘browse’ and select the PDF. Next, enter the invoice number in the Invoice number field.
If Apperio has the invoice data already, the client, billing entity and matter fields will populate automatically. If we do not have the data, start typing in the fields to auto-complete.
You can search for the matter by number or by name.
Submitting the invoice will send it to your client who can then approve, reject or query it.
Matters Page
To upload an invoice from the matters page, first select the matter the invoice is for from the matters list.
From here you can click onto the Invoice section of this page and click ‘New’ on the invoice list. This will take you to the same page as shown above, the only difference being that the matter and client details are already filled in.