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An Owner can upload for any client; a Manager or Preparer only for clients they are assigned to. A Connector admin sees Your role does not include uploading invoices. instead of the form. Open Invoice intake (the page is titled Upload invoices). If it says Add a client before uploading invoices., no active client is visible to you: ask an Owner to add the client or assign you to it. Each batch has one client and one direction, so separate supplier bills from invoices the client issued to customers.
1

Choose the client and direction

In Client, pick from Choose a client. Each option shows the legal name with the trade name and GSTIN (or No GSTIN) beneath, so you can tell similar names apart. Your choice is Remembered for your next visit., but only while that client is still visible to you.Under These invoices are, choose Purchase (the default; bills from suppliers) or Sales (invoices the client issued to customers) for the whole batch. The direction resets to Purchase on every visit. It decides which printed party is read as the counterparty and whether a purchase or sales voucher is prepared; do not mix the two directions in one batch. You cannot change it while a batch is uploading.
2

Choose or drop files

Select Drop invoices here, or choose files, or drag files onto it. Use PDF, JPEG or PNG files: at most 20 files per batch, each at most 19 MB. If no client is chosen, the zone looks dimmed and dropping files shows Choose the client these invoices belong to. Files are processed one at a time, so one failure does not undo drafts already created for other files.
3

Read each outcome

The results table lists every file under File with its Outcome: Uploading while the file is transferred, Extracting while it is registered for reading, Ready for review with an Open draft → link, or Failed with the reason in red under the filename. If a file is reported as already uploaded, open the existing draft instead of uploading the same file again. For a failed file, fix the reported problem and upload only that file again; the successful ones need no re-upload.
4

Review before handoff

Open each draft or go to Review queue to compare the source and extracted fields. Ready for review is not approval or proof of posting to the client’s books: nothing reaches Tally or Zoho Books until it is approved, by your team or by Autopilot if your firm has turned it on (see automation settings). Then review and approve the invoice.
You can also upload files against a specific document request from the request’s checklist; see Request documents from clients. For refused files or stalled extraction, see Upload problems.

Still stuck?

Open a case from Help & support in Pragma, or book a walkthrough and the team will show you around on a call. Can’t sign in? Contact support.