When you upload a multi-page document (that could even include several different invoices), you may need to extract only specific pages. This guide explains how to select and manage pages from your invoices and/or create new invoices from your existing files.

How to Keep Selected Pages Only

Start by uploading your multi-page PDF invoice and review the pages of the uploaded document. Just select the pages you wish to keep by clicking on their icons. 

For example, you may want to retain the first, third, and fourth pages while omitting the rest, which contains handwritten notes or something not related to the invoice at all:

The option “Keep selected” retains only the selected pages in the current data entry line you’re working on, removing the rest and saving the document in this way for that line.

Delete Selected

This option allows you to remove all selected pages from the current data entry line you’re working on. 

After the pages are deleted, the system automatically saves the remaining content

How to Create New Invoice Entries from Selected Pages

After selecting pages and clicking “Create from Selected,” a new entry will be created in the Manage Expenses table for each data entry line you chose. 

This functionality enables your processing team to efficiently create multiple invoices from a single document, eliminating the need to use third-party editors, thus saving time on splitting the document and uploading it to VAT4U.

Saving Options

When you are finished creating invoices, you have several options for saving your work:

Save and Keep: This option saves the current invoice data and image, opens a new invoice, but keeps the document on the left open so it can be linked to both the previous and new invoices. This feature is particularly useful when adding multiple invoices from the same document, as it allows you to continue seamlessly with the same document while keeping the country of refund unchanged, ensuring a streamlined workflow.

Save and New: Selecting this option will save the current invoice and immediately open a new blank page for uploading an invoice. This is particularly useful for users adding invoices one by one, as it eliminates the need to re-select claimants.

Save: Clicking the green “Save” button will simply save your current invoice without any additional actions.