What is a system-generated PDF?
A system-generated PDF is a PDF that has been generated by some sort of computer system – such as an Accounting System, Point of Sale System, ERP System, etc.
System-generated PDFs contain electronic information about all the text in the document, allowing our system to read it with high accuracy and no guesswork.
How can I produce a system-generated PDF?
Most accounting systems such as QuickBooks Online (QBO), MYOB, Xero, Sage, etc. have had the ability to produce invoices in PDF format for years. The same goes for most inventory, point-of-sale and ERP systems. Simply refer to your system user guides to learn how to send invoices as PDFs.
Some older systems may not have the ability to create a PDF built into them.
In that case, we recommend using:
Microsoft Print to PDF
To create a PDF document when printing, you simply select Microsoft Print to PDF printer as your printer option as opposed to selecting a traditional paper printer.
How can I tell if a PDF is system-generated?
One easy way to test is a PDF is system generated is to try and copy text from it.
If you can copy and paste text from the PDF, and the result is the same as what you copied, there’s a good chance that it is a system-generated PDF and will work with our system.
If you are not able to copy any text from the PDF, or pasting the copied text results in a bunch of symbols and gibberish, it’s likely that it will not work with our system.