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How can I upload a document (bill/receipt/credit note) to Apron?
How can I upload a document (bill/receipt/credit note) to Apron?

Learn all the methods of uploading sales and purchases documents into Apron

Marek Liszka avatar
Written by Marek Liszka
Updated over a week ago

Apron offers multiple methods for uploading documents:

  • Directly in Apron: This option is accessible to everyone with Bookkeeping access. Simply navigate to the 'Bookkeeping' tab and access the Purchases section (when uploading a purchase document) or the Sales section (when uploading a sales document). Click on 'Upload documents' in the top-right corner of the screen and drag and drop a document or select it from your files.

  • Sending to a Company or Member's direct email address: This option is accessible to everyone. Each company and company member has a unique email address for document submissions. You can find them in the Settings tab - Direct emails.

    a. Personal direct emails - shows the email addresses your company and practice members can use to upload the files

    b. Purchase direct email - shows the direct email that can be used to upload purchase documents either by your Company or Practice members, as well as suppliers

    c. Sales direct email - shows the direct email that can be used to upload sales invoices directly to Apron.

  • Using the Mobile Apron App: This option is accessible to everyone. Download the Apron app on your iOS or Android device, log in, and upload documents directly in the 'Bookkeeping' section.

    Currently, via the Mobile App, you can only upload purchase documents (not sales ones).

  • Uploading via WhatsApp: You can find detailed instructions on how to upload documents via WhatsApp in this article. Keep in mind that you can only use WhatsApp submission if you have a single company in Apron.

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