Preparation of settings in the section “Sales document recognition settings”: Settings → General settings → Invoices recognition settings “Do not auto-recognize sales invoices” — check this box if you do not want sales invoices to be recognized in the background when uploaded to the file storage. “Default service” — enter the service name that will be used in the product/service position after recognizing a sales document. “Automatically find a matching service in the list of entered services” — check this box if you want the program to find a service that exactly matches one in the service list. If the program does not find an identically named service in the product cards list, the position will be filled based on the information entered in the “Default service” field. Note. Sales positions are recognized only with the service attribute. Quantitative inventory accounting is not available, goods are not written off from the warehouse. If you adjust the settings and want previously recognized files to be recognized according to the new settings, you must: Select previously recognized files in the file storage: Click “Recognize” and the files will be re-recognized according to the latest settings. Upload an invoice to the Site.pro program: Warehouse → Sales You can upload an invoice in several ways: by clicking the “+ Add file” button (selecting the required invoice from the documents folder on your computer); by dragging the file into the “+ Add file” field; by sending it to the email address указанное in the desktop window. Transfer of data to accounting. Once the file is uploaded, click on the file: In the “Type” field, select “Sales” and click the green “+ Add to accounting” button. The program will create an accounting entry from the recognized data and attach the file to the sales document. Verification and saving of the recognized document: The program fills in the sold services into the sales positions according to the configured settings (point 1). If needed, you can adjust them as required. Fill in the fields: warehouse and operation. Once the document is registered, click the “Move to sales” button. Verification of the registered document and double-entry: