Your First Invoice
Upload and process your first invoice in 60 seconds. See how Sortpay transforms your invoice data entry process.
60-Second Quick Start
This guide walks you through uploading your first invoice and seeing Sortpay's AI extraction in action. The entire process takes less than a minute.
Before You Start
What You Need
- A Sortpay account (free to create)
- An invoice file (PDF, PNG, or JPG)
- 2-3 minutes of your time
Supported Formats
- PDF files (recommended)
- PNG images
- JPG/JPEG images
- Scanned documents
Step-by-Step Upload Process
After signing in, you'll land on your dashboard. Click on the "Invoices" section or look for the upload area.
First time?You'll see a welcome message and quick tour option. Feel free to skip it and jump right into uploading your first invoice.
You'll see a large upload area with a dashed border. You can:
Drag & Drop
Simply drag your invoice file from your computer and drop it in the upload area.
Click to Browse
Click anywhere in the upload area to open your file browser and select an invoice.
File size limit: Up to 10MB per file. Most invoice files are well under this limit.
Once uploaded, Sortpay's AI immediately starts processing your invoice. You'll see:
Typical processing time: 10-30 seconds depending on invoice complexity.
Click "View Details" to see what Sortpay extracted from your invoice:
Basic Information
- • Vendor/Company name
- • Invoice number
- • Invoice date
- • Due date
- • Total amount
Advanced Features
- • Line items (Pro plan)
- • Tax breakdown
- • Payment terms
- • Customer details
- • Custom fields
Accuracy Check: Compare the extracted data with your original invoice. Sortpay achieves 99.9% accuracy, but you can make corrections if needed.
Ready to use your extracted data? Choose from multiple export options:
What to Expect from Your First Invoice
- • Standard business invoices
- • Clear, high-quality scans
- • Common invoice formats
- • English language invoices
- • Machine-readable PDFs
- • Handwritten invoices
- • Very low-quality images
- • Unusual layouts
- • Non-standard currencies
- • Complex multi-page documents
Tips for Best Results
Use High-Quality Files
For best extraction accuracy, use clear, high-resolution files. PDF files generally work better than scanned images.
Review Before Exporting
Always review the extracted data for accuracy. While our AI is highly accurate, it's good practice to double-check important information.
Try Different Invoice Types
Upload invoices from different vendors to see how Sortpay handles various formats and layouts. Each invoice helps improve our AI.