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Upload invoices and estimates

Drop in vendor files and let Bricks match each one to its job.

Admins only. Open Admin → Import Invoices.

Upload invoices and estimates in a batch. Each file is reviewed and matched to its job separately, so you don't need to sort them first.

Steps

  1. Go to Admin → Import Invoices.
  2. Drag your files into the box, or click it to choose files.
  3. Click Send [number] files.

What you can upload

  • Documents: invoices and estimates only. Other documents, such as manuals or floor plans, can't be matched to a job here yet.
  • File types: PDF, JPG, PNG, or HEIC.
  • Limits: up to 25 MB per file, and up to 25 files at a time.

Only have one invoice?

If you already know which job it belongs to, you can attach it there instead:

  • On the cost: open or create the cost, add the file under Attachments, and mark it as an Invoice. See Add or edit a cost.
  • On the service request: add a note with the file attached. See Add notes, photos, and files to records.

Tip: Use the batch upload when a vendor sends a stack of invoices at the end of the month. Use the cost or note route when you're already looking at the job.

Related articles

  • Add or edit a cost
  • Track spending on the Costs page
  • Add notes, photos, and files to records

Need help? Message the Bricks team from the chat bubble in the bottom-right of any screen, or contact Nicole Tavizón at nicole.tavizon@withbricks.com.