Invoices

Manage the full lifecycle of energy invoices in UMS — upload, OCR processing with UtiliRead, validation, editing, and payment — from one data grid.

The Invoices module manages the full lifecycle of energy invoices — from upload through processing, validation, and payment.

Invoices list

The Invoices page displays all invoices in a data grid:

Column	Description
Invoice Number	The unique invoice reference
Retail Account Supplier Account	The supplier’s retail account reference
Supplier Name	The energy supplier that issued the invoice
Retail Account Account Name	The customer account this invoice belongs to
Date Issued	When the invoice was issued
Date Due	Payment due date
Currency	Invoice amount in the local currency
Tax	Tax amount (GST)
Pre-Tax	Pre-tax amount

Uploading invoices

At the top of the Invoices page is a drag-and-drop upload zone. You can:

• Drag and drop invoice files (PDF, CSV) directly onto the upload area
• Click the upload area to open a file browser and select files

Uploaded invoices are automatically processed through the OCR pipeline (UtiliRead) and matched to the appropriate account and connection.

Row actions

• See Details (arrow icon) — Navigate to the invoice detail page with Overview, Lines, Documents, and Validation tabs
• More (three dots) — Additional actions