You can upload invoices to Planyard via mobile apps, email integrations, email forwarding or manually.

Once the invoices are in Planyard, you can approve the invoices under Files and link them to a project, contract (if there is one) and line items.

Here's a short video on how to do that:

You can also use this functionality to link other types of documents (drawings, for example) with your project, so, that all the documents would be in one place.

Send approved invoices to accounting

Note that you can send approved invoices to accounting automatically as well. Either via email or dedicated integrations. See more under integrations.

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