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How do I add multiple invoice documents at once using a ZIP file?

Do you have multiple invoice documents you want to upload at once? You can do this by combining the PDFs into a ZIP file and uploading it on the 'Imports' page in Payt.

Updated over a month ago

Please note: we do not recommend using ZIP file uploads as your default method for adding documents. There are various ways to deliver documents to Payt in an automated way.

See also: How do I add an invoice document or attachment?

What do I need to add invoice documents via a ZIP file?

Before you can upload invoice documents via a ZIP file, two conditions must be met:

  • A regular expression: a Payt employee must have set up a regular expression in advance. This determines how the PDFs must be named so that each PDF can be correctly linked to the corresponding invoice.

  • Correctly named PDFs: the file names of all PDFs in the ZIP file must comply with the regular expression configured by Payt. Files that do not meet this requirement will not be processed.

Tip: Haven't had a regular expression set up yet? Contact the Payt service desk first.

How do I upload a ZIP file with invoice documents?

  1. Make sure all PDFs are correctly named according to the configured regular expression.

  2. Combine all PDFs into a single ZIP file.

  3. Go to the 'Imports' page via the menu at the top.

  4. Click the 'Upload invoice documents' button.

  5. Select the ZIP file and upload it.

  6. Payt processes the files and links the invoice documents to the correct invoices based on the regular expression.

  7. Verify that all invoice documents have been linked correctly.

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