Sales OCR: How to record Invoice data in your system automatically with OCR scanning?

Note: This article is only for Sales OCR. For Purchase OCR, refer to this article>

The OCR document scanning feature helps you quickly record Invoice data in your Refrens acccount by simply uploading the Invoices created outside of Refrens.

To get started, go to Sales > "Invoices" > "Scan Invoice":

When you click on "Upload Invoice", the following modal will appear:

Select and upload the document you want to convert into an invoice. (Supported file types: PDF/PNG/JPEG).

Once done, the system will first try to match the client details with your existing clients. If a match is found, you can verify it and click "Confirm Client" to proceed. Otherwise, you can record it as a New Client:

Once the Client details are added, the system will create a draft Invoice record based on the document you uploaded:

You will see the scanned document and the system-created draft side-by-side for easy comparison.

In the Scanned Document, you can also go to the "Used" tab to see all the data the system has parsed from the uploaded document.

Once you have verified all the information, click on "Save & Continue" to save the Invoice record in the system:

That's it!

Recording invoices data for invoices created outside of Refrens is that simple!

In case you need further assistance, reach out to us on live chat support or drop an email at care@refrens.com.

Updated on: 11/03/2026