Can I split a single document file into multiple invoices?
If you have multiple invoices in a single document, you can process them at the same time with GetMyInvoices. Here’s how.
Step 1. From the GetMyInvoices dashboard page, click Documents from the left-side menu.
Step 2. Navigate to the document file containing multiple invoices, then click the Split Document button from the floating mini-toolbar.
Step 3. Choose among four options to split invoices within the document you want to process:
- Split every page into a new invoice: Choose this option if each invoice within the document only takes up a single page.
- Select pages to split: You can manually separate individual invoices within the document. Choose this option if the document contains multiple invoices in different pages.
- Split every X pages: Choose this option if invoices within the document are spaced out in between non-invoice pages.
- Split every even page: This option allows you to separate multiple invoices within the document for every even-numbered page.
- If you chose the “Select pages to split” option, you need to select the individual pages from the original document that you want to separate and process. After choosing the pages, proceed to Step 5.
- If you chose the “Split every X pages” option, you need to specify the page interval between document splits. After specifying the page interval, proceed to Step 5.
Step 5. After deciding how you want to separate multiple invoices from a single document, choose the option that corresponds to what you want to do with the original source document:
- Keep original: This option keeps the source document after processing multiple invoices from the source document.
- Archive original: This will hide the original source document from the default view on the Documents page, but will not delete it. Multiple invoices from the source document will be processed.
- Delete original: The original source document will be securely deleted after successful processing of the multiple invoices within.
After successful document split, processed documents will be automatically synced with your connected sync accounts according to their respective sync interval settings. At this time, GetMyInvoices only supports semi-automated processing of multiple invoices within a single document. We’re working hard to introduce fully automated processing of multiple invoices from a single source document in the future.
Having trouble with the document split process? Please create a support ticket with our Customer Support team by clicking here, or start a new chat at any time by clicking the Chat button on the bottom right corner of your GetMyInvoices dashboard.