> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.haddock.app/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How do I upload documents?

### What type of document do you want to upload?

📄  [1 PDF file](#2-upload-pdf-files)

🗂  [Batch of PDF files](https://support.haddock.app/en/article/upload-documents-in-bulk-1jj8qt9/)

📱  [Photos with the mobile phone](https://support.haddock.app/en/article/upload-documents-with-your-mobile-phone-4046u2/)

📤  [Send by email](https://support.haddock.app/en/article/how-to-upload-documents-directly-via-email-1bzug3u/)

✍🏼  [No document, create a manual expense](#2-no-document-create-a-manual-expense)

❗️ Remember that you can digitize **invoices, delivery notes, and tickets**.

If a document does not have this format, it will be rejected.

---

## 📄 Upload PDF files

1. Go to **"📄Documents"** in the side navigation bar.

2. Click **New document**

![](https://storage.googleapis.com/helpdesk-haddock-images/documents/upload-invoices-and-delivery-notes/how-do-i-upload-documents/images/01-upload-pdf-files.png)


3. Click **"Digitize file/s"**

![](https://storage.googleapis.com/helpdesk-haddock-images/documents/upload-invoices-and-delivery-notes/how-do-i-upload-documents/images/02-upload-pdf-files.png)

4. Select the file or files you want to upload on your computer:

![](https://storage.googleapis.com/helpdesk-haddock-images/documents/upload-invoices-and-delivery-notes/how-do-i-upload-documents/images/03-upload-pdf-files.png)

*Image 1: Uploading 1 document*  
​_Image 2: Uploading several documents_

Each PDF file must contain only one invoice or delivery note per file.  
​  
For example, if you receive a file from a supplier that contains an invoice and a return, it is important to split them into two before uploading.  
​  
Otherwise, the document will be rejected as “mixed documents".

5. **Optional -** Enter the configuration

![](https://storage.googleapis.com/helpdesk-haddock-images/documents/upload-invoices-and-delivery-notes/how-do-i-upload-documents/images/04-upload-pdf-files.png)

*Image 1: Uploading 1 document*  
*​Image 2: Configuration for several documents*

1. **Payment status** - You can mark the document as paid
2. **Category** - Recommended for documents from new suppliers.
3. **Document type -** Recommended if it is not indicated in the document.
4. **Payment method** - Select how the document was paid.
5. **Orders** - Link the document to an existing order.
6. **Issues** - Track purchase issues with suppliers (missing products, damaged condition, no discounts applied, etc.). See the article "[create purchase issues](https://support.haddock.app/en/article/create-purchase-incidents-whqgap/)".

6. Click **"upload".**

---

## ✍🏼 No document, create a manual expense

1. Go to **"📄Documents"** in the side navigation bar.

2. Click **New document**

3. Choose **"Create manual expense"**


![](https://storage.googleapis.com/helpdesk-haddock-images/documents/upload-invoices-and-delivery-notes/how-do-i-upload-documents/images/05-no-document-create-a-manual-expense.png)



4. Complete the **document information**: Date, Supplier, Category, and Document Type.

![](https://storage.googleapis.com/helpdesk-haddock-images/documents/upload-invoices-and-delivery-notes/how-do-i-upload-documents/images/06-no-document-create-a-manual-expense.png)

5. Click **Continue** to go to the Totals step.

6. Review the **Summary and totals**. You can choose to add the **VAT manually** or add the **default VAT rates**.

![](https://storage.googleapis.com/helpdesk-haddock-images/documents/upload-invoices-and-delivery-notes/how-do-i-upload-documents/images/07-no-document-create-a-manual-expense.png)

7. **Optional:** Add the document **photo or PDF**.

![](https://downloads.intercomcdn.com/i/o/1120811279/fc55f13958c937af0f0253aa/Captura+de+pantalla+2024-07-22+a+las+13_15_31.png?expires=1755014400&signature=b316f22f3a4c5c8dd43a75d37159b26783af2708c1bcd80a935aa2c7adee6ff4&req=dSElFsF%2FnINYUPMW1HO4zb045sFV%2BhdjZ1UFXvlc%2B%2BeGzpj1w6D4XdT4XCXY%0AMM6IX8Lt4%2F8TqRfip4k%3D%0A)

8. In **"Add details"**, you can add the document's product lines or upload it directly. If the product exists, haddock will suggest it when you type its name.

![](https://downloads.intercomcdn.com/i/o/1033441268/b8c1956c20dd8065359ae82c/Captura+de+pantalla+2024-04-26+a+las+14_35_23.png?expires=1755014400&signature=d68f0c5e59601257e35cde05a77493aaaf74482a1a4f793916f1f8ea8cf4a5fe&req=dSAkFc16nINZUfMW1HO4zURB%2FHGGifisLXNdeSyd6eVaIFOuYJo7StvAqNY5%0AbxnZnFuaNVdocKwkJyc%3D%0A)

9. **Upload the expense** 🙌

---

# 📌 Related articles

*  [Where do uploaded documents go?](https://support.haddock.app/en/article/where-do-uploaded-documents-go-9d9i1v/) → We explain what happens to invoices, delivery notes, and tickets once you have uploaded them to haddock
* [Export documents](https://support.haddock.app/en/article/export-documents-t2mpji/)→ We explain how to export digitized documents in Excel, CSV, or PDF from haddock.