How to Submit Invoice Drafts (Mobile App)

Role: ✔ Admin, ✔ Employee, ✔ Accountant, ✔ Bookkeeper

In this guide, you’ll learn how to either upload a photo or a document of your invoice and submit it in just a few steps.

1. 1. 1. On your homepage, click on the + icon to start a new invoice.

      

      2. Choose ‘Draft Invoice’.

      

      3. You will need to select the ‘Expense Type’. If your company uses only one “Expense type”, employees will no longer be able to select it. The default option you will see on your end is the first one listed.

      

      4.  There are three ways to upload proof:
      • Camera (take a photo of the receipt directly)
      • Photos (to upload a picture of the receipt)
      • Documents (to upload a file)

      

      5. Once you have finished uploading or taking a picture of your receipt, click 'Done'.

      

      6. You have successfully created a draft invoice.

      

      Note:

      • You cannot submit the invoice directly via the mobile app—only the draft can be submitted. To complete the invoice submission, you'll need to access the full dashboard on your desktop.

      If you need any assistance, feel free to reach out to support@summitglobal.com. We're here to help!