This article is intended for Admins and Bookkeepers.
If you are a Member and need to upload an invoice, either ask your admin for the email address to forward the invoice to, or upload the invoice in the Pleo app:
- Go to Expenses in the Pleo app
- Click the +
- Select Add invoice
- Add the invoice to Pleo
- Navigate to Invoices
- Click Add invoice
- Upload the invoice
What should be included on the invoice?
- Supplier name or Full name of freelancer/contractor
Amount and currency
A description of the services
Your company name
Good to know: Share the email address for forwarding invoices with your suppliers to automatically receive invoices in Pleo. Find the email address within Invoices.
- Approval for the invoice
Add multiple reviewers by selecting the invoice and clicking Request approvals. All reviewers will receive an email requesting them to approve the invoice.
Good to know: all reviewers need to approve the invoice before the invoice can be paid - Enter the payment details
If it's your first time paying a supplier, you'll need to add the payment details:- Select the invoice
- Click Add payment details
- Add the supplier's payment details
- Verification of supplier details
If it's your first time paying a supplier, Pleo will verify the payment details. This usually happens within the same business day. - Schedule the payment
Select one or multiple invoices and choose to:- Pay now
- Schedule on selected date
- Schedule on due date
Note:
- US customers are not able to pay supplier invoices through Pleo.
- Supplier invoices are supported by the Xero, Quickbooks, DATEV Unternehmen Online, Sage 50 and Netsuite integrations.
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