Budgetly lets you upload supplier invoices, extract the details automatically, and pay bills directly from your Spend Account.
How to create a new bill
- Click Bills in the sidebar.
- Click the New bill button at the top right.
- Upload the invoice — drag and drop or click to select a file. Budgetly’s AI will extract the supplier name, amount, due date, and other details automatically.
- Review and correct the extracted details if needed:
- Supplier — select an existing supplier or create a new one.
- Amount and due date.
- Budget — assign the bill to a budget.
- Category — select a spending category.
- Click Save to create the bill as a draft.
[screenshot: Bill form showing uploaded invoice on the left and extracted details form on the right]
Tip: You can also email invoices to your Buddy AI address and bills will be created automatically. See How to use Buddy AI.
Bill statuses
Bills move through these statuses:
- Draft — created but not yet submitted for payment.
- Pending approval — submitted and waiting for admin approval (if the amount exceeds the auto-approval limit).
- Approved — ready to be paid.
- Processing — payment is being processed.
- Paid — payment completed successfully.
- Unsuccessful — payment failed. You can edit and retry.
How to pay a bill
- Open the bill from the Bills list.
- Review the bill details and ensure a budget and supplier are assigned.
- If the bill is in Draft status, click Submit for approval or Pay (depending on your company’s approval settings).
- Follow the payment confirmation steps.
Important: Bill payments require sufficient funds in your Spend Account. If your balance is too low, the payment will fail.