Managing invoices manually can be tedious and error-prone. That's why WAI Forward developed a powerful tool that automates invoice data entry and integrates seamlessly with accounting platforms like Sage, Xero, and QuickBooks. With our invoicer tool, businesses can streamline their invoicing process, reducing time spent on data entry and minimizing errors.
Why Automate Your Invoice Data Entry?
Manual data entry is not only time-consuming, but it can also introduce costly errors into your financial records. By automating the process, you can:
- Save time: Automate repetitive tasks and handle multiple invoices at once.
- Reduce errors: AI-powered data extraction minimizes the risk of human error.
- Stay organized: Sync your accounting data with Sage, Xero, or QuickBooks for seamless integration.
- Improve efficiency: Focus on more critical tasks while automation handles the grunt work.
With the WAI Forward Invoicer, you can ensure that your invoice data is accurate and efficiently transferred to your accounting software with just a few clicks. Here’s how you can get started.
Creating an Account on WAI Forward
Before you can start using the Invoicer tool, you need to create an account. Follow these steps:
- Go to waiforward.co.uk and click on the Sign Up button in the top-right corner.
- Enter your details, including name, email, and password, and click Sign Up.
- Check your email for a verification code (check your spam folder if necessary).
- Enter the verification code on the website to complete the registration process.
- Login to your new account using your credentials.
- Once logged in, click the Try Now button under the introductory video to access the Invoicer tool.
Using the WAI Forward Invoicer Tool
Once your account is set up, follow these steps to start processing your invoices and syncing them with your accounting software:
Step 1: Connect to Your Accounting Software
- Hover over "Connect": At the top of the Invoicer tool, hover over the Connect button to see options for Sage, Xero, and QuickBooks.
- Select Sage (or other software): Click on Sage (or your preferred software) and log in to your account. You will then be redirected back to the Invoicer tool.
- Sync your data: Once logged in, the tool will automatically sync your Customers, Suppliers, Tax, and Ledger accounts with the Invoicer, ensuring all your data is up to date.
Step 2: Choose the Type of Invoices to Process
- Select Sales or Purchase Invoices: Using the dropdown menu located next to the Connect button, select whether you are processing Sales Invoices or Purchase Invoices. This ensures the correct categorization of the invoices.
Step 3: Upload Your Invoices
- Drag and drop PDF invoices: Upload your invoices by dragging and dropping the PDF files into the designated area on the left-hand side of the page.
- Start processing: The Invoicer will begin extracting data from the PDFs automatically. The tool can process up to 10 invoices at a time in the free version, but we recommend starting with 1 to familiarize yourself with the process.
Step 4: Review and Verify Invoice Data
- View invoice details: Once the data extraction is complete, you will see progress bars for each invoice. Click on these bars to maximize or minimize the invoice details.
- Verify accuracy: Review the extracted data for each invoice. While our AI is highly accurate, it’s essential to double-check the details and make any necessary corrections before transferring the data.
Step 5: Transfer the Invoices to Your Accounting Software
- Hover over "Transfer": After verifying the data, hover over the Transfer button at the top of the page.
- Select your accounting software: Choose Sage (or Xero, QuickBooks) from the dropdown menu. Confirm the transfer, and the invoices will be uploaded directly to your accounting software.
Why Choose the WAI Forward Invoicer?
- Select Sales or Purchase Invoices: Using the dropdown menu located next to the Connect button, select whether you are processing Sales Invoices or Purchase Invoices. This ensures the correct categorization of the invoices.
Step 3: Upload Your Invoices
- Drag and drop PDF invoices: Upload your invoices by dragging and dropping the PDF files into the designated area on the left-hand side of the page.
- Start processing: The Invoicer will begin extracting data from the PDFs automatically. The tool can process up to 10 invoices at a time in the free version, but we recommend starting with 1 to familiarize yourself with the process.
Step 4: Review and Verify Invoice Data
- View invoice details: Once the data extraction is complete, you will see progress bars for each invoice. Click on these bars to maximize or minimize the invoice details.
- Verify accuracy: Review the extracted data for each invoice. While our AI is highly accurate, it’s essential to double-check the details and make any necessary corrections before transferring the data.
Step 5: Transfer the Invoices to Your Accounting Software
- Hover over "Transfer": After verifying the data, hover over the Transfer button at the top of the page.
- Select your accounting software: Choose Sage (or Xero, QuickBooks) from the dropdown menu. Confirm the transfer, and the invoices will be uploaded directly to your accounting software.
Why Choose the WAI Forward Invoicer?
- View invoice details: Once the data extraction is complete, you will see progress bars for each invoice. Click on these bars to maximize or minimize the invoice details.
- Verify accuracy: Review the extracted data for each invoice. While our AI is highly accurate, it’s essential to double-check the details and make any necessary corrections before transferring the data.
Step 5: Transfer the Invoices to Your Accounting Software
- Hover over "Transfer": After verifying the data, hover over the Transfer button at the top of the page.
- Select your accounting software: Choose Sage (or Xero, QuickBooks) from the dropdown menu. Confirm the transfer, and the invoices will be uploaded directly to your accounting software.
Why Choose the WAI Forward Invoicer?
WAI Forward’s Invoicer tool offers several key benefits:
- Multi-platform integration: Works seamlessly with Sage, Xero, and QuickBooks.
- Automated data extraction: Saves time by extracting key details from your invoices automatically.
- Batch processing: Process up to 10 invoices at a time in the free version, with higher limits in premium plans.
- Accuracy and efficiency: Minimize errors by verifying extracted data before transferring it to your accounting software.
- Easy to use: The intuitive interface and drag-and-drop functionality make it accessible to all users, regardless of technical experience.
Get Started Today
If you’re ready to automate your invoice management process and free up valuable time, head over to waiforward.co.uk to create an account and start using the Invoicer tool today.
FAQs
- Which accounting software is compatible with the WAI Forward Invoicer? The tool integrates with Sage, Xero, and QuickBooks.
- How many invoices can I upload at once? The free version allows you to upload up to 10 invoices at a time. Paid plans offer higher limits.
- Can I edit the invoice data if the AI makes a mistake? Yes, you can manually review and correct any extracted data before transferring it to your accounting software.
- Is my data secure? Yes, we do not save any of your invoices, ensuring that your sensitive financial information is protected.
- How do I contact support if I need help? You can reach out to our support team via the contact us page on our website: waiforward.co.uk/contact
Conclusion
The WAI Forward Invoicer tool offers an easy and efficient way to manage your invoices and integrate them into your accounting software. By automating data entry and simplifying the invoice process, you can save time, reduce errors, and improve your overall financial management. Try it out today and see how it can benefit your business.