Upload Methods
There are three ways to upload invoices into opsi Essentials:
Take a photo using the opsi mobile app
Upload a file through the opsi web app
Send the invoice to your assigned opsi invoice email address
File Requirements
All invoices must be submitted as a separate file and in a supported format based on your upload method:
Upload via the opsi mobile or web app:
PDF, JPEG/JPG, PNG, HEIC
Upload via your opsi invoice email address:
PDF only
Steps to take a photo of the invoice from the opsi app
Steps to take a photo of the invoice from the opsi app
If you have access to the Invoices feature:
Tap the Invoices icon.
Tap the "Upload" button.
Alternatively, if you have access to the Insights feature:
Tap the insights icon.
Tap the "Upload Invoice" button.
Steps to upload the invoice through the opsi web app
Steps to upload the invoice through the opsi web app
If you have access to the Invoices feature:
Click to the "Invoices" page.
Click "Upload".
Alternatively, if you have access to the Insights feature:
Click the insights icon.
Click the "Upload Invoice" button.
Steps to send the invoice to your opsi assigned email address
Steps to send the invoice to your opsi assigned email address
Find your opsi designated email address, which can be accessed in two locations:
Under "Invoice Settings" in your Business settings.
On the Invoices page, click/tap the upload button. In the popover you will see your email address listed at the top.
Send your invoices, which must be in PDF format with each invoice as a separate PDF, to your opsi email address. Or, request your vendor to do it on your behalf.
If you would like to setup an EDI feed between your vendor and opsi, please reach out to us here.