Use the Sales inbox to upload and process your sales invoices - documents that record goods or services you've sold to your customers.
Dext will automatically extract key details from these documents to help you manage your accounts receivable with ease.
Uploading Sales invoices
You can upload Sales documents in four ways:
Direct upload (Web app)
1. Click the Add Documents button (top left/right of the web app)
2. The upload panel will appear. If you're already in the Sales workspace, it’ll default to the Sales tab. If not, click the Sales tab and select the Document Owner
3. Choose:
One document per file - each file will be uploaded as a separate item in Dext.
One document per page (PDF files) - each page of the PDF file will be uploaded as a separate item in Dext.
Auto-splitting (PDF files) - Dext will automatically detect the start and end of each transaction/document in the PDF file.
4. Drag and drop files into the green upload area, or click to browse
Note: Auto-splitting is only available for Partners and clients of Partners on the Essentials and Advanced plans.
Mobile app
Upload photos or files of your sales invoices directly using the Dext mobile app. Simply open the app, select the Sales workspace, and tap the Camera button to start capturing your documents.
Email submission
Each user has a unique Sales email address to forward sales documents to Dext. Learn more about submitting documents via email here.
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.
Tip: See how to set up Commerce Lite integrations here.
What happens after upload
Once uploaded:
The item moves to the In Processing tab of your Sales Inbox
Dext automatically extracts key data from the document, 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 either 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:
MYOB Essentials
Important: If you have a secondary integration, sales invoices can only be published to your primary integration (like Xero or QuickBooks Online). You can’t publish sales invoices to secondary tools like Bill.com, WorkflowMax, or Gusto.