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Dragging and dropping invoices
Dragging and dropping invoices

(Legacy feature)

Updated this week

This article refers to a legacy process. We no longer create or support Supplier invoice templates, as our AI supplier invoice parsing feature now handles invoice uploads without the need to create templates. If you're still using templates, we highly recommend switching to the AI feature.

If your supplier already has an assigned invoice template, you can continue uploading invoices manually using the drag-and-drop feature. Commusoft will use the template to extract invoice details automatically.


Uploading Invoices via Drag and Drop

You can upload supplier invoices to either:

  • The Supplier details page, or

  • A Job’s Cost tab

To upload to a supplier:

  1. Go to the Suppliers tab.

  2. Select the supplier from your list.

  3. Drag and drop the invoice PDF into the web page.

  4. An uploader will appear showing the progress and confirming success or errors.

To upload to a job:

  1. Go to the relevant job > Costs tab.

  2. Drag and drop the invoice into the cost area.

  3. The invoice will be attached to the job and processed using the supplier’s template.


Important Notes

  • Each file must be under 5MB.

  • Only original supplier invoices are accepted—no copies or scans.

  • You cannot upload a single file containing multiple invoices.

  • One invoice per file is required.

  • If uploading against a PO and you receive a “configure PO quantity and supplier invoice quantity are mismatched” notification, this only applies to manually created invoices and can be ignored for drag-and-drop uploads.

  • Some suppliers may show line items as a single Net Line Item due to how they calculate values.


Assigning an Invoice Template (Only for Existing Templates)

If your supplier already has a template, follow the steps below to assign it.

New Supplier
➡️ Suppliers tab > New Supplier > Automated invoice import > Template dropdown > Choose correct Supplier

Existing Supplier
➡️ Suppliers tab > View supplier > Edit Supplier > Automated invoice import > Template dropdown > Choose correct Supplier

If you have an accounting package connected, you will also need to assign a default nominal code:
➡️ Suppliers tab > View supplier > Edit Supplier > Default nominal code


Troubleshooting

  • If invoice creation fails, you’ll receive an email with the error details.

  • Common errors include:

    • No invoice number: the invoice will not be created.

    • No line items: the invoice will not be created.

    • Blank line items or lines with 0 quantity or price: those lines are skipped.

    • If no PO exists in Commusoft but is referenced on the invoice: the invoice will still be created, but you’ll receive an email warning.

You can edit invoices after they’re created to change nominal codes or make other adjustments if needed.


Can I upload multiple files?

Yes, you can upload multiple invoice files at once by selecting them all and dragging them in together. However, each file must contain only one invoice—multi-invoice PDFs are not supported.


Supported Suppliers

If your supplier appears on this list, a legacy invoice template is available and can still be used:

Supplier Name

CRN

3Line Electrical Wholesale Ltd

6499284

Acorn Fire and Security

4421576

Allstar Business Solutions Limited

2631112

Aquatec Plumbing Supplies Ltd

5865054

Baxi Heating UK Ltd

3879156

BBS Plumbing & Heating Supplies (Bristol Builders Supplies Ltd)

277372

Behling Insulation Supplies Ltd

7304864

Bell Plumbing Supplies Ltd

5984631

Ben Electrical Wholesale Ltd

12861257

Bradfords Building Supplies Limited

278994

Bridport Building Supplies Limited

7798490

Bridport Glass and Tile Centre Ltd

4605545

Bridport Plumbing and Heating Supplies Ltd

7540750

The BSS Group Ltd (Older Version)

60987

The BSS Group Ltd

60987

Caldwell Wright & Company Ltd

SC053276

Century Electrical Wholesale Ltd

434724

City Plumbing Supplies Holdings Ltd

2489546

City Electrical Factors Ltd

336408

Claygate Distribution Ltd

1371982

Collins Skip Hire (Shotley Holdings Ltd)

2678812

Coventry Plumbing & Heating Supplies Ltd

7391987

CRS Building Supplies Ltd

5491527

CSL (Dualcom) Ltd

3155883

Dorchester Plumbing Supplies Ltd

5199458

Drains Ahead Ltd

5968445

DVS Ltd

4963144

Dynamic CCTV Ltd

706392

Edmundson Electrical Ltd

2667012

Edmundson Electrical Limited (Kew Electrical)

2667012

Edwardes Bros (Dulwich) Ltd

706392

Elliott Brothers Ltd

2511005

Elliott Environmental Services Ltd

4995273

Farr & Harris (Holdings) Ltd

8288295

Fusebox Doctor Ltd

SC670045

Gasbits Ltd

5473706

Gasworld Parts UK Ltd

4138148

Glenhill Merchants Ltd

NI044596

GMS Plumbing & Heating Supplies LTD

7358754

Grant & Stone Limited

1987538

Haldane Fisher Ltd

NI24075

Heating Trade Supplies Group Ltd

9662995

Heating Spares Specialists Ltd

3055613

Howden Joinery Ltd

526923

HPS Poole

4171695

HPS Merton

2723962

Infocom Systems (Network Strategies Ltd)

2286177

J & F Export Services Ltd

4615698

James Hargreaves Group

188491

Jamie Mylchreest T/A Prorefurb (Scotland) Ltd

SC640180

J C Plumbing & Heating Supplies Ltd

10078733

Jewson (Saint-Gobain Building Distribution Ltd)

1647362

Joe Junk Ltd

SC610895

John Davidson (Pipes) Ltd

SC050397

John Nicholls

840103

KGB Alarms Ltd

NI602154

K.K. Water Purification Ltd

2487583

LBS Builders Merchants Ltd

254946

LSDM Ltd

8796521

The Marmon Group Ltd | EcoWater Systems

1376182

Mayflex UK Ltd

6745491

MDE Electrical Supplies Ltd

4710514

Medlock Electrical Distributors Limited

431947

Medlock Electrical Distributors (Abbey Cross Trading Ltd)

1176243

MGM Timber (Scotland) Ltd

SC129921

MKM Building Supplies (Holdings) Limited

5656601

MPH Merchant (South Coast) Ltd

6723751

New City Heating

1163410

Norden Heating and Plumbing Supplies Ltd

6223481

Plumbcity Ltd

4477777

Plumbase (Grafton Merchanting GB Ltd)

4725313

Plumbfix

3006378

Plumbers Depot

7605858

Plumb Mate Ltd

5878788

PTS Group Ltd

2219435

Rawle Gammon & Baker Holdings Ltd

308273

Rexel

434724

Rexel UK Ltd | Denmans Electrical Wholesalers

434724

Ridgeons Ltd

2416904

SB Electrical Services Ltd

SC467270

Screwfix Direct Ltd

3006378

Security Supplies Ltd

4043683

Selco Trade Centres Ltd

2182671

Smith Brothers Stores Ltd

962846

Specflue Ltd

2716331

SPIE Scotshield Ltd

SC133446

S. S. GILL LIMITED T/A CBS

4712627

Strukta Group Ltd

8356072

Sussex Plumbing Supplies Limited

4023736

T&G Timber Ltd

11008244

Toolstation Ltd

4372131

Trade Boiler Spares Ltd

7279553

Travis Perkins Trading Company Ltd

733503

UFHN Ltd

5274176

Uheat (Network Strategies Ltd)

2286177

UK Plumbing Supplies Ltd | Heating Plumbing Supplies

2723962

UK Plumbing Supplies Ltd | Plumbcity

2723962

UK Plumbing Supplies Ltd | Plumbstop

2723962

Unique Plumbing Supplies Ltd

4892184

Williams Trade Supplies Ltd

1864711

Wolseley UK Ltd

636445

Yesss (A) Electrical Ltd

7656807

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