The PDF to Invoice Conversion feature on BillingPoint helps convert simple PDF invoices into a digital format. Here, we will provide a step-by-step user guide for this helpful tool. 

IMPORTANT NOTE: This converter may not perform optimally with complex invoices and may require manual corrections. Use is completely optional. Any inaccuracies remain your responsibility to adjust. Below is a sample invoice file. 

1. After logging into BillingPoint, select the client that you are looking to bill and click “continue.”

2. On the Invoices page, click on the “PDF to Invoice Conversion” button in the upper right corner.

3. Upload the Invoice PDF file you would like converted and click “Submit.” The file will take a few brief moments to upload and convert. 

4. Review the uploaded document. Fill in any missing data fields, review and correct extracted data, and remove any incorrect line items. 

5. After you have reviewed and finalized your data, you can save the invoice as a draft or hit “cancel” if you do not wish to proceed. 

6. If you wish to proceed with the draft, a message confirming that you have reviewed the data and ensured accuracy (and restating the responsibility for any inaccuracies) will pop up. Hit “Confirmed” to approve or “Cancel” if you do not wish to proceed. 

7. If you hit “Confirmed,” you’ll go to the draft invoice screen. From there, you can Edit, Void, or Copy the invoice using the top three buttons. Note that the original PDF upload will be added as an attachment. 

8. As soon as you have finalized all the information, submit the invoice by clicking “Send to Client” in the upper right-hand corner.