1. Login to ReceiptBank
2. Click on the client you want
3. At the top middle, click Add Items
4. Select one or a few methods your clients will be able to use to submit information into Receipt Bank
Uploading from computer
1. Click on the Upload tab on the left of the screen
2. Select whom the information relates to in the business from the Owner drop-down box
3. Click choose file, select the file and click open
Submitting by post
1. Click the By Post tab
2. Select On
3. Fill in the below details onto an envelope
4. Post the envelope via free post
5. Ensure you use the correct Customer Reference Number (CRN)
Submitting by email
1. Click the E-mail tab
2. The email that is listed is able to be edited by selecting the Account settings
3. Once in Account Setting, click on Maintain Users to the left of the screen
4. Click Manage on the right of the screen, you will come to Edit User Details
5. Type the correct email address into the Email in Username tab
6. Hit save
Using the Mobile App
1. Click on the Apps tab
2. Once the App is downloaded, open and click camera
3. Take a photo of the receipt or invoice
4. Select submit to ReceiptBank, or Publish. This will send a picture of the item to ReceiptBank. The system will automatically read from the receipt and input details into the system
Using Paypal
1. Your client will need to login and click on the Paypal tab
2. Get them to click Enable Paypal
3. This will auto-create every 24hrs so your client will not need to create any invoices into ReceiptBank
Using Dropbox
1. Your client will need to login and click on the Dropbox tab
2. Get them to click Enable Dropbox
3. After they follow the steps and link the accounts two folders will be created, one for receipts and one for invoices
4. After 6hrs, they will be sent to ReceiptBank
5. Ensure the folders are not renamed or moved, this will break the link between the Dropbox and ReceiptBank