Invoice management for small business owners

What this guide covers

This guide is for small business owners who want to centralize their vendor bills, due dates, and monthly archives without spreadsheet chaos. By the end of this guide, you'll be able to upload, process, and manage your invoices efficiently using FilePile.

Before you begin

To follow this guide, you'll need a FilePile account with a Pro or Business plan. If you're new to FilePile, sign up at filepile.co/register. Make sure you have your PDF invoices ready to upload.

Step-by-step instructions

Log in at filepile.co/login.
Open Dashboard from the left sidebar.
In the Invoice workspace card, click the Upload tab.
Drag PDF files into the upload zone (or click to choose files).
Open the Processing tab only to watch queue status. Do not upload there.
Once your invoices are processed, you can view them in the Browse tab, sorted by vendor and month.
To categorize older invoices, click the Expense tools card and then Categorize older invoices.
To view your monthly expenses, click the Monthly expenses chart with vendor and category filters.

What you should see

After uploading your invoices, you should see a list of processed invoices in the Ledger tab. The Browse tab should display a folder tree with your invoices sorted by vendor and month.

Tips and common issues

Make sure to upload your invoices in PDF format, as CSV or image uploads are not supported.
If you encounter any issues during the upload process, check the Processing tab for queue status and retry failed uploads.
To avoid missing recurring vendor payments, set up reminders in the Reminders tab.