Android Mobile App: Uploading documents

Use our award-winning mobile app to upload documents directly to your BILL Inbox.

Jump to:

• Uploading from the dashboard
• Uploading from the Inbox
• Uploading from a Vendor or Customer record
• Uploading while creating a Receivables invoice

Uploading from the dashboard

1. In your BILL app, tap the plus sign (+) in the top right corner
2. Tap Upload a Document
3. Take a picture of the document or select one already on your mobile device by tapping Choose (the image icon)
   • For a multi-page document select the Multi-page option, then Take a picture of each page of the document
4. Tap Upload to Inbox or tap More . . . for additional options:
   • New bill
   • New invoice
   • Add to existing bill
   • Add to exiting invoice
   • Add to vendor
   • Add to customer

Uploading from the Inbox

1. On the Inbox screen in your BILL app, tap the plus sign (+) in the top right corner
2. Tap one of the following:
   • Take a photo
     1. Take a picture of your document
     2. Tap Upload To Inbox
   • Upload an image
     1. Tap the image you want to upload
     2. Tap Upload to Inbox
   • Upload a file
     1. Tap the file you want to upload

Uploading from a Vendor or Customer record

1. From your Vendor or Customer record in your BILL app, tap Documents
2. Tap the plus sign (+) in the top right corner, or tap Add a document
3. Tap one of the following
   • Take a photo
     1. Take a picture of your document
     2. Tap Finish
   • Upload an image
     1. Tap the image you want to upload
     2. Tap Finish
   • Upload a file
     1. Tap the file you want to upload

Uploading while creating a Receivables invoice

1. From the invoice create screen in your BILL app, enter details for the invoice
2. Tap the plus sign (+) next to Attachments
3. Take a picture of the document or select one already on your mobile device by tapping Choose (the image icon)
   • For a multi-page document select the Multi-page option, then Take a picture of each page of the document
4. Tap Finish
5. Tap Done
6. Tap:
   • Send to customer to send, then tap send
   • Save and add new to save without sending and create a new invoice
   • Save and close to save without sending and view the invoice you just created