Document direction depends on the company’s perspective. The same invoice is issued for the supplier and received for the customer. The person who uploaded the file does not by themselves determine its direction.
1. Identify the supplier and customer
Open the original and compare both parties’ names and identifiers with the selected company. The account owner, accountant and subscription payer need not be the business parties shown on the document.
In a synthetic example, Company Alpha supplies a service to Company Beta. In Alpha’s workspace, the invoice is issued; in Beta’s, it is received. This remains true when the same accountant manages both businesses.
2. Choose the appropriate workflow
New invoice creates your own document for a customer. Uploading a supplier invoice or receipt belongs in the received-document workflow in Documents. Do not create a new issued invoice merely to store a purchase copy.
After import, check supplier, customer, dates and amounts. For a receipt, the buyer company may be prefilled from your selection even when it is not printed on the original. Prefilling does not justify changing the actual supplier identity.
3. Review, payment and handoff remain separate
Review a received document against its original. Bank matching can record a related payment, while export prepares files for the accountant. None of these steps turns the supplier’s invoice into your own issued document.
If a table labels the counterparty unclearly, check the detail and original. When working for several companies, verify the context before correcting anything. Do not create a copy merely because you searched under the wrong direction.
FAQ
Does the uploader determine direction?
No. It depends on the business parties and the selected company’s perspective.
Can the same invoice have different directions for two companies?
Yes. It is issued for the supplier and received for the customer.