Getting Invoices into Planful for Marketing

How to make sure your Invoices are burning down your budget properly

To ensure that you have the most current visibility on your marketing spend, it's often necessary to track incoming invoices and ensure they are accurately accounted for in your budget. Planful for Marketing offers a tool explicitly designed to assist with this task.

How to get invoices into Planful for Marketing 

The most common way our users submit invoices to Planful for Marketing is via email. We can set up an email address to which you can forward your invoices, ensuring they are sent to the correct budget as soon as you hit Send. To set up your automatic invoice submission email address: /planful-for-marketing/docs/how-to-submit-invoices-automatically

In addition, on the New Invoices page, you can click Upload Invoices or drag and drop invoices onto the table.

/planful-for-marketing/docs/how-to-submit-invoices-automatically

Regardless of how you get your invoice to Planful for Marketing, once it is submitted, we create an unverified expense based on the data we pull from the invoice. It behaves exactly the same as all other expenses in Planful for Marketing. The unverified designation simply means it was created purely via automation, so it may be missing some important data that wasn't submitted with the invoice itself or that our algorithm simply missed.

Verifying an Unverified Expense

After an invoice is submitted, an unverified expense is created and will appear in the Invoices Mode of the Expense page. All unverified expenses are collected here, forming a sort of inbox of expenses that may require your attention to ensure accuracy. 

In the Invoices Mode, clicking on a row displays the corresponding unverified expense. This provides a side-by-side view of the invoice and the expense created by Planful, allowing you to quickly compare the two for accuracy. You can also edit the expense fully, such as adding a GL code or parent campaign, directly from this view.

If you submitted the invoice via email, there is an additional tab on this view where you can view the original email.

Once you verify an expense, it becomes like a normal expense in every way and disappears from the Invoices Mode.

You can quickly drag and drop expenses from the table view in Invoices Mode to the sidebar where you set your View. For example, you could view Invoices Mode by Campaign, select the No Campaign option to see unverified expenses that are not in a campaign and drag and drop those expenses into the correct campaign.

If you would like a more in-depth demo of how invoice processing works or if you want to get started, please reach out to your customer success manager.