How to Upload a New Invoice
Roopi makes it easy to upload an invoice and start getting paid—fast. Instead of filling out long forms, you’ll simply talk to Roopi like you would a smart assistant.
👋 Step-by-Step: Using Ask Roopi to Upload
Click the purple “Ask Roopi” button at the top of the page.
You’ll see a welcome message:
Hi, 👋 Roopi here. I can't wait to get you paid. 💰 Drop (or click to select) a PDF invoice, or just tell me the details.
or
Message Roopi about your invoices, payments, or upload a PDF.
Choose your preferred method:
Upload a PDF: Drag & drop or click "+" to upload.
Sync QuickBooks (recommended):
Go to Integrations on the left side bar.
Click Connect QuickBooks
Sign in to your QuickBooks account
Authorize Roopi to access invoice data
Type the details manually: Just say something like “I need to get $300 from Lumen Media LLC, due July 15.”
🤖 What Roopi Does Next
Once uploaded or described, Roopi will:
Scan your file (if uploaded) to extract invoice details: amount, client name, due date, etc.
Ask you to confirm or adjust any extracted info.
Save the invoice and queue it up for automated follow-up messaging.
📝 Upload Tips
Use clean, legible PDFs—no blurry photos or handwritten invoices
Include debtor/client name, amount due, and due date
Screenshots from chats or apps like WhatsApp are not recommended
🎯 After Upload Your invoice will show up in the Invoices tab with real-time status, activity logs, and links to take further action. Roopi will begin messaging automatically based on your settings.
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