Splitting/Merging Invoice PDFs

How to split or merge invoice PDFs after being uploaded

Nick Neale avatar
Written by Nick Neale
Updated over a week ago

Article Contents

Introduction

If you upload a PDF that contains multiple invoices, it can't be processed correctly by the system. Before it can be processed, you need to split the PDF into separate files.

If you upload multiple files separately that are all for the same invoice, they will need to be combined into a single invoice.


Fortunately, the WISK Web Portal has a built-in tool that makes it easy to split or combine PDFs to make sure everything gets uploaded properly.

Initial Upload

If you upload a PDF directly via the WISK Web Portal, you can preview the PDF and split or combine pages as needed to organize your invoices. To learn more, see:

Splitting a PDF After Upload

If you upload a PDF that has more than one page, you'll see the option to split it into multiple invoices. You'll need to do this if you've put more than one invoice from the same or different distributors into one file.

Selecting the PDF

To select a PDF to split into multiple invoices:

  1. On the Draft Invoices page, click the Details button beside an invoice

    An arrow points to the Details button beside a draft invoice

  2. Click Actions > Manage invoice pages

    The "Actions" button is highlighted and an arrow points to Manage invoice pages

    Note: You'll only see this option if the PDF has multiple pages

Splitting Pages

  1. A window opens showing every page in the PDF. Place your cursor between any two pages and a scissors icon appears. Click the scissors icon between any two pages to split them.

    An arrow points to the scissors icon between two pages

  2. As you split pages, it creates separate invoice PDFs. In this example we've split the 5 page document into 3 PDFs. The red numbers on the bottom left of each page indicate its page number in the original PDF. The green numbers on the bottom right indicate the page number in the new PDFs to be created

    The previewer after splitting the original invoice into 3.

Reordering / Combining Pages

If you need to reorder or combine any pages in a PDF, just drag and drop a page over another.

If the pages were separate they'll combine together. If the pages were already together, you can adjust the order.

Finishing the Split

  1. When you've finished splitting the file into separate invoices and ordering the pages as needed, you must assign a distributor to each. Then click "Submit"

    The distributor has been selected for each invoice, and an arrow points to the "Submit" button
  2. The PDF gets split and uploaded as separate invoices so they can be processed. In this example you'll see the original upload is now three invoices

    There are now 3 separate invoices from the initial PDF

Merging PDFs After Upload

If you upload two or more separate PDFs or images that need to be combined into a single invoice, you can merge them on the WISK Web Portal.

Selecting Draft Invoices

Click the checkboxes beside the draft invoices that need to be merged together and click "Manage invoice pages"

The draft invoices have been selected and an arrow points to "Manage invoice pages"

Reordering/Combining Pages

A window opens showing each page in the selected invoices.

The pages of each invoice display

To combine or re-order the pages in an invoice, just drag and drop a page. If they are separate invoices they will combine into a single invoice.

A GIF showing how to combine invoices by dragging and dropping pages


Note: If you need to undo any changes, click the "Reset" button to restore everything

Finishing the Merge

When everything is merged, check that you've selected the correct distributor and click "Submit".

The distributor is highlighted for emphasis and an arrow points to the "Submit" button

The invoices are now combined and display as one draft invoice.

The combined invoice now displays under draft invoices

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