Use the Sales inbox to upload and process sales invoices - documents that record goods or services you've sold to customers. Dext automatically extracts key details from each document to help you manage your accounts receivable.
How to upload sales documents
You can upload sales documents in four ways:
Direct upload
To upload sales documents in the web app:
Select Add documents in the web app.
In the upload panel, select the Sales tab. If you're already in the Sales workspace, it defaults to Sales. Select the Document owner.
Select a file splitting option:
One document per file - each file is uploaded as a separate item
One document per page (PDF only) - each page is uploaded as a separate item
Auto-splitting (PDF only) - Dext automatically detects the start and end of each document in the file
Drag and drop files into the upload area, or select it to browse.
Mobile app
To upload Sales documents on mobile, open the Dext app, select the Sales workspace, and select the camera button to capture your documents.
For full instructions, see Scan and upload documents in the Dext mobile app.
Email submission
Each user has a unique Sales Extract by email address to forward sales documents to Dext. See How to submit documents to Dext with Extract by email for instructions.
Commerce lite (Sales connectors)
If you sell through platforms like Amazon, eBay, or Shopify, you can connect your account using Commerce Lite (Sales Connectors) to automatically import your sales invoices.
See Using Commerce lite to import online sales for instructions.
What happens after upload
After a document is uploaded, Dext processes it automatically. The item moves to the In processing tab of your Sales inbox while Dext extracts key data, including:
Currency
Total amount
Tax amount
Customer
Invoice date
Invoice due date
Invoice number
If the customer name on the invoice isn’t already in your customer list, Dext will suggest a match. You can apply it or ignore it.
Note: Customer rules for the Due date field will overwrite the date extracted by Dext.
Managing processed invoices
After processing, your invoices appear in the Sales Inbox. From here, you can:
Review or edit any extracted fields
Publish documents to your connected accounting software
Archive documents in your Sales Archive
Publishing Sales invoices
You can publish directly if you're connected to:
Important: If you have a secondary integration, sales invoices can only be published to your primary integration. You can't publish sales invoices to secondary tools like Bill.com, WorkflowMax, or Gusto.