Invoice processing is available to customers on the Scale subscription plan. To request this service, reach out to support@getmeez.com. To enable one of our integrations, click here.
Already have Invoice Processing enabled? click here to find out how to access your Purchase Reporting Dashboard.
What is the Invoice Processing service?
We want to make sure that all of our customers are set for success. We created the Invoice Processing service for customers that are using back-office systems that are not currently supported by one of our integrations, or customers who maintain physical invoices/receipts. If you fall in this category, you can send us your invoices/receipts in any form (excel, pdf, screenshot, scan, etc) and our team will take care of importing them to your account. Click here for more information.
For detailed instructions on uploading invoices, see the "Invoice Submission Methods" section below.
Benefits of Invoice Processing
Save time! We do the heavy lifting for you
Get ingredient costs uploaded in your meez account with every scanned invoice
Track ingredient price fluctuations and spend analysis
Ensure your recipe costs and food cost percentages are always up to date
How to Upload Invoices to Your meez Account and Understand the Processing Workflow
meez offers two simple ways to submit invoices for processing: via the Invoice Processing Dashboard or through email submission, both of which ensure seamless integration into your account through an automated workflow.
The Invoice Processing includes two important features.
Purchase Reporting
With the invoice processing add-on, you'll have access to your own purchase reporting dashboard. From this dashboard you can see:
Your scanned and digitized invoices
Price fluctuations for individual items over time
Category spending breakdown (produce, meat, beverage, etc)
Vendor spending breakdown
Inventory sheets
Automatic updates to ingredient costs, recipe costs, and food cost percentages.
Once you scan or photograph your invoices and send them to meez, it takes about 48 hours for them to be processed and pushed back into your meez account. Costs from those invoice line-items, once connected to a meez ingredient, will automatically update those ingredient costs. With updated ingredient costs, you can see how your food cost percentage, and profits change invoice to invoice. The processing system is fully automated, ensuring error-free integration of data.
Invoice Submission Methods
1. Dashboard Submission
Log in to your meez account and navigate to the Invoice Processing Dashboard. Once on the dashboard:
Locate the Upload tab.
Follow the on-screen instructions to upload your invoice files.
It's essential to select the correct business location via the provided interface before submitting the documents for processing. This ensures that invoices are correctly categorized.
2. Email Submission
meez also allows for email submissions for added convenience. You can:
Direct your vendors to email invoices to the designated upload address associated with your meez account.
Do this by having them add your upload email address to the CC section of the email that they send the invoices to you!
Email invoices or photos of invoices to your upload address.
Sample Graphs from the Purchase Reporting Dashboard
