Invoice import: bring across your free-tool draft

The public invoice template lets you prepare an invoice before creating a Sessional account. When you follow its account creation link, the tool attempts to keep the invoice details in your current browser for the dashboard import prompt. This handoff is for the invoice built in that tool. It is not an upload service for arbitrary invoices from another accounting product.

Continue in the same browser and browser profile when you sign up and open the dashboard. The handoff relies on browser storage, so switching devices, clearing site data or blocking storage can mean there is no invoice available to import. Keep your downloaded invoice and source records until you have confirmed that the account contains the details you intended to bring across.

When a saved invoice is available, the dashboard shows Bring across the invoice you just made. The prompt identifies the workplace, number of shift lines and amount. Compare those details with the invoice you prepared before choosing Import it. If you are signed into the wrong account, stop and change accounts before importing any personal or workplace details.

Choosing Not now clears the saved handoff from that browser and dismisses the prompt. It is not a reminder that will necessarily return later. If you want to keep the invoice outside Sessional, retain your downloaded PDF and your own records. If there is no prompt, revisit the template workflow or enter the required records through the usual account screens.

The import creates or reuses a workplace record, creates a shift for each imported line and saves the invoice as a draft. The success message links to your invoices so you can inspect the result. Nothing is sent automatically. Keeping the invoice in draft gives you time to compare amounts, dates and payment details before you choose the next action.

The import can fill empty profile fields from your invoice: the first address line, bank name, BSB and account number. It can also add a missing registration number if another account does not already hold it. It keeps existing profile details. Review your billing profile afterwards, including your ABN and the rest of your address, which this import does not fill.

If the importer asks you to choose GST treatment for the lines, review each choice before retrying. Do not choose a treatment just to dismiss the prompt. The import uses your account settings and validates the submitted details, and plan limits may prevent creation. Read any error shown in the prompt and resolve it before attempting the import again.

Open the saved draft from Invoices and compare it with the PDF you already downloaded. Check the workplace, line descriptions, dates, amounts and bank details. If you have already sent the PDF yourself, avoid sending a second copy without considering whether the workplace needs it. Review any existing payment evidence before using the available invoice status actions.

Incoming supplier receipts and bills use a separate workflow under Expenses, Receipts and bills, available on Plus and Pro. The former invoice imports address redirects there. Review extracted information before creating an expense. Use the receipts guide for incoming documents, and this guide when bringing your own outgoing invoice from the free invoice template into an account.