What should be included in an invoice

Are you a Pleo admin looking to set up the Invoices functionality? Please check out this article to learn how it works and how to get started.

If you're already up and running, please keep reading! It's important to know what constitutes an invoice. Otherwise there's a risk that Pleo won't recognise your document as an invoice, and the whole process of paying your vendors will be slowed down.

Good to know: for admins, bookkeepers, and employees

Before you send an invoice to be processed in Pleo, please double-check that it includes the following:

  • Supplier name

  • Amount and currency

  • A description of services rendered (specific marketing services, accounting, services etc.)

  • Your company name

  • The full name when paying for an individual freelancer/contractor (e.g., "John Doe" rather than "Mr. Doe")

Stuff that doesn't count as an invoice:

  • Digital receipts

  • Mileage claims

  • Expense forms

  • Salary payments

  • Photos of handwritten notes or pieces of paper

If an employee has paid for a business expense with their own money, they can submit an out-of-pocket expense or a mileage claim.

Good to know: for admins and bookkeepers

When reviewing invoices in Pleo, please keep in mind that:

  • The supplier name must match the name of the recipient account.

  • While the supplier’s bank details don't have to be included on the invoice, the benefit of having them is that Pleo will automatically scan the information and populate the account details.

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