Pick "Bills & Receipts" or "Sales Invoices" at Upload, Docs

When you click Upload inside a project, the dropdown now offers two invoice options instead of one. Picking the right one upfront lets DocuClipper assign the correct document type (AP vs AR) automatically, and means fewer manual fixes after extraction.

The two new entries

In the Upload dropdown you'll see, between the bank statement options and the forms options:

Bills & receipts (you pay) — invoices you receive from vendors and receipts for things you've paid for.
Sales invoices (you send) — invoices you issue to your customers.

Pick whichever matches the documents in the batch you're about to upload.

What each option does

The choice tells DocuClipper your intent for the upload. Combined with the integration connected to your project, intent decides the document type each invoice gets:

Bills & receipts (you pay) — AP cohort

Every document in this batch is treated as Accounts Payable.

With QuickBooks connected: invoices that have a due date become Bills (creates an A/P liability that's later paid). Invoices with no due date become Expenses (already-paid receipts).
With Xero connected: all documents become Bills (Xero doesn't separate bills from expenses; both are A/P).
Without an integration: all documents are categorized as Payables for export to Excel.

Sales invoices (you send) — AR cohort

Every document in this batch is treated as Accounts Receivable.

With QuickBooks or Xero connected: documents become Invoice (sales invoice) on the integration side.
Without an integration: documents are categorized as Receivables for export to Excel.

The picker is sticky

Whichever option you click last is remembered for the next upload in the same browser. So if you mostly process bills, the dropdown will keep working without you having to think about it; if you switch contracts or workflows, the new choice sticks until you change it again.

The stickiness is per browser, not per account, so a different teammate on a different machine starts fresh.

You can still override per invoice

The intent picker is the upfront classification. If a single document inside an AP batch turns out to be a sales invoice (it happens), you can still change the Document Type dropdown on the invoice editor page after extraction. The override applies to that one invoice; it doesn't change the batch intent or the sticky default for the next upload.

When you change the document type on a single invoice, DocuClipper re-runs your invoice rules against the new type, so categories or products get re-applied if you have rules set up. See Editing invoice data for the field-level edit flow.

Why this exists

The classifier used to guess AP vs AR from the document text alone. That works most of the time but it's not perfect, and a wrong guess means manual cleanup on every invoice. Picking the intent at upload sidesteps the guesswork entirely. It's especially useful when:

You batch-upload a single vendor's monthly bills (always AP).
You upload a folder of invoices you've sent (always AR).
You convert receipts that don't have a clear "Bill To" / "Invoice To" header.

If you regularly upload mixed batches, just pick the majority intent and override per invoice on the few outliers.