Merge pull request Expensify#51629 from Expensify/christina-image-upload

Update Send-and-Receive-Payment-for-Invoices help article with images
bernhardoj · Oct 29, 2024 · 999549e · 999549e
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diff --git a/...rticles/expensify-classic/bank-accounts-and-payments/payments/Pay-an-Invoice.md b/...rticles/expensify-classic/bank-accounts-and-payments/payments/Pay-an-Invoice.md
@@ -10,9 +10,15 @@ There are multiple ways to pay Invoices in Expensify. Let’s go over each metho
 # How to Pay Invoices 
 
 1. Sign in to your [Expensify web account](www.expensify.com).
-2. Click on the Invoice you’d like to pay to see the details.
-3. Click on the **Pay** button.
-4. Follow the prompts to pay through one of the following methods.
+2. Click on **Home** and find the pending Invoice payment
+3. Click **Pay** to be redirected to the Invoice
+4. Review the Invoice
+5. When you are ready to pay, click the **Pay** button at the top of the Invoice
+6. Follow the prompts to pay through one of the following methods.
+
+![Click Home and Pay on the invoice](https://help.expensify.com/assets/images/ExpensifyHelp_OldDot_PayInvoice_1.png){:width="100%"}
+
+![Click Pay on Invoice and choose a method of payment](https://help.expensify.com/assets/images/ExpensifyHelp_OldDot_PayInvoice_2.png){:width="100%"}
 
 ### ACH bank-to-bank transfer
 

diff --git a/docs/articles/expensify-classic/expenses/Add-Invoices-in-Bulk.md b/docs/articles/expensify-classic/expenses/Add-Invoices-in-Bulk.md
@@ -14,6 +14,13 @@ Expensify offers importing multiple invoices (bulk import) via CSV to save you f
 5. Add the invoice details following the formatting rules (see below **CSV formatting guide** section)
 6. Click **Upload CSV**
 
+![Click Reports, New Reports, choose Bulk Import Invoices](https://help.expensify.com/assets/images/invoice-bulk-01.png){:width="100%"}
+
+![Download Sample CSV](https://help.expensify.com/assets/images/invoice-bulk-02.png){:width="100%"}
+
+![Format CSV following our guidelines](https://help.expensify.com/assets/images/invoice-bulk-03.png){:width="100%"}
+
+
 ## CSV formatting guide
 
 - Send to: recipient's email address (ex: [email protected])
@@ -27,10 +34,15 @@ Expensify offers importing multiple invoices (bulk import) via CSV to save you f
 ## After the Invoices are uploaded
 
 - After you click **Upload**, the invoices will automatically be created and viewable on the **Reports** page.
+- Set the **Reports page** filter to Invoices to narrow down your search. 
 - The **Send To** contact will get an email notifying them of the invoice you sent.
 - You can manually edit the invoice details.
 - You can manually upload a PDF of the invoice to the report. 
 
+![Search for Invoices on Reports page](https://help.expensify.com/assets/images/invoice-bulk-04.png){:width="100%"}
+
+![Invoices will indicate next steps at the top of each report](https://help.expensify.com/assets/images/invoice-bulk-05.png){:width="100%"}
+
 {% include faq-begin.md %}
 
 ## Are there any fees associated with Invoices in Expensify?

diff --git a/docs/articles/expensify-classic/expenses/Add-an-expense.md b/docs/articles/expensify-classic/expenses/Add-an-expense.md
@@ -88,7 +88,7 @@ You can also email receipts to SmartScan by sending them to [email protected]
 If you are an employee under a company workspace, you may not see all of the different expense type options depending on your company’s workspace settings.
 {% include end-info.html %}
 
-# FAQs
+{% include faq-begin.md %}
 
 **What’s the difference between a reimbursable and non-reimbursable expense?**
 
@@ -99,4 +99,5 @@ If you are an employee under a company workspace, you may not see all of the dif
 If you are an employee under a company workspace, your expenses may automatically be configured as reimbursable or non-reimbursable depending on the details that are entered. If an expense is incorrectly labeled, you must reach out to an admin to have it corrected.
 {% include end-info.html %}
 
+{% include faq-end.md %}
 </div>
diff --git a/docs/articles/expensify-classic/expenses/Send-and-Receive-Payment-for-Invoices.md b/docs/articles/expensify-classic/expenses/Send-and-Receive-Payment-for-Invoices.md
@@ -11,9 +11,18 @@ Invoices can be sent to anyone with or without an Expensify account and paid dir
 1. Sign in to your [Expensify web account](www.expensify.com)
 2. Customize your company invoices following the steps in this [help article](https://help.expensify.com/articles/expensify-classic/workspaces/Set-Up-Invoicing). (Optional)
 3. From the **Reports** page, click the drop-down and select **Invoice**.
-4. Upload a PDF/image of the invoice.
-5. Add applicable tags and categories based on your workspace settings.
-6. Click **Send**.
+4. Click **Add Expense** to upload an invoice or drag and drop the invoice as a pdf into the report to start the SmartScan process.
+5. Once the SmartScan process is complete, the invoice PDF will be added as a receipt to the expense
+6. Add applicable tags and categories based on your workspace settings.
+7. Click **Send**
+8. Enter the recipient's email address
+9. Add a memo, due date, attach a PDF of the invoice (Optional)
+10. Click **Send**
+11. The recipient will receive an email about the invoice and can pay through Expensify following these [steps](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/payments/Pay-an-Invoice).
+
+![From the Reports page, click New Report and select Invoice](https://help.expensify.com/assets/images/ExpensifyHelp_OldDot_SendInvoice.png){:width="100%"}
+
+![Click Send and enter the recipients email address](https://help.expensify.com/assets/images/ExpensifyHelp_OldDot_SendInvoice.png){:width="100%"}
 
 ## How to Receive an Invoice Payment in Expensify