Uploading Invoices

Learn how to upload single or multiple invoices to Sortpay for AI-powered data extraction.

Supported File Formats

Recommended Formats
  • PDF files - Best accuracy
  • PNG images - High quality
  • JPG/JPEG images - Widely supported
Also Supported
  • Scanned documents
  • Mobile phone photos
  • Multi-page PDFs

File Requirements

  • • Maximum file size: 10MB
  • • Minimum resolution: 300 DPI (for images)
  • • Text should be clearly readable
  • • No password-protected PDFs

How to Upload Invoices

1
Drag & Drop (Recommended)

The fastest way to upload invoices. Simply drag files from your computer directly into the upload area.

Steps:

  1. 1. Go to your dashboard and navigate to "Invoices"
  2. 2. Locate the upload area with the dashed border
  3. 3. Drag your invoice file(s) from your file explorer
  4. 4. Drop them into the upload area
  5. 5. Processing starts automatically
Supports multiple files at once
2
Click to Browse

Traditional file selection using your system's file browser.

Steps:

  1. 1. Click anywhere in the upload area
  2. 2. Your file browser will open
  3. 3. Navigate to your invoice files
  4. 4. Select one or multiple files
  5. 5. Click "Open" to start uploading
Use Ctrl/Cmd+click to select multiple files
3
Bulk Upload (Pro Feature)

Upload and process dozens of invoices at once with advanced batch management.

Pro Features:

  • • Upload up to 50 files at once
  • • Batch progress tracking
  • • Bulk export options
  • • Processing status overview

What Happens After Upload

1. Secure Upload

Your file is securely uploaded to our encrypted storage. We use industry-standard security to protect your sensitive invoice data.

2. Queue Processing

Your invoice enters our AI processing queue. You'll see real-time status updates as it moves through the system.

3. AI Extraction

Multiple AI models analyze your invoice simultaneously, extracting vendor information, amounts, dates, and line items with 99.9% accuracy.

4. Ready for Review

Extracted data is available for review and export. You can view details, make corrections, and download in your preferred format.

Best Practices for Optimal Results

✓ Do This
  • • Use high-resolution scans (300 DPI+)
  • • Ensure good lighting for photos
  • • Keep text straight and readable
  • • Upload original PDFs when available
  • • Check file names are descriptive
  • • Process recent invoices for better accuracy
✗ Avoid This
  • • Blurry or low-resolution images
  • • Photos with shadows or glare
  • • Rotated or skewed documents
  • • Password-protected files
  • • Corrupted or damaged files
  • • Images with poor contrast

Security & Privacy

Your Data is Safe

  • Encrypted uploads: All files encrypted in transit
  • Secure storage: Industry-standard encryption at rest
  • Automatic deletion: Original files deleted after processing
  • No permanent storage: We don't keep your invoices
  • GDPR compliant: Full data protection compliance
  • SOC 2 Type II: Independently audited security

Troubleshooting Upload Issues

"File too large" Error

Maximum file size is 10MB. For larger files:

  • • Compress the PDF using online tools
  • • Reduce image quality/resolution
  • • Split multi-page documents
  • • Contact support for enterprise needs
Upload Fails or Stalls

If uploads aren't working:

  • • Check your internet connection
  • • Try refreshing the page
  • • Clear your browser cache
  • • Try a different browser
  • • Disable ad blockers temporarily
"Unsupported format" Error

Only PDF, PNG, JPG, and JPEG files are supported:

  • • Convert Word docs to PDF
  • • Save Excel files as PDF
  • • Use image formats for photos
  • • Check file extension is correct

Pro Tips for Better Results

📱 Mobile Uploads

Use your phone's scanner app for better quality than photos. Many phones have built-in document scanners.

📄 PDF Preference

PDFs generally give better extraction results than images, especially for text-heavy invoices.

🏷️ File Naming

Use descriptive filenames like "vendor-date-amount.pdf" to help organize your processed invoices.

⚡ Batch Processing

Upload multiple invoices at once to save time. Our system processes them efficiently in parallel.

Sortpay - Zero Manual Data Entry