Import an Invoice

3 mins read.

Typing a dealer invoice into the app line by line is the slowest part of stacking. With Import Invoice, you hand Precious Metals Manager the PDF or a photo of your invoice and it fills in the order for you — seller, invoice and tracking numbers, shipping, date and every line item — ready for you to review before saving.

It runs entirely on your device using Apple Intelligence. Your invoice is never uploaded anywhere.

What You Need

  • iOS 26 or macOS 26 or later
  • A device that supports Apple Intelligence

If your device doesn’t support it, the “Import Invoice” option simply won’t appear and you can create the order manually.

How to Import an Invoice

  1. Open the Orders tab and tap “+” Choose Import Invoice from the menu.

  2. Pick your file Select a PDF or an image. Text-based PDFs are read directly; scanned PDFs and photos go through text recognition first.

  3. Wait for the scan You’ll see Reading invoice… followed by Finding products… with a progress indicator. Longer invoices take a little more time.

  4. Review the order details The form opens pre-filled with:

    • Seller name
    • Invoice Number
    • Tracking Number
    • Shipping
    • Order Date

    If the invoice uses an ambiguous date format, a warning appears so you can check that the day and month aren’t swapped.

  5. Check the items Each line shows the matched product name with its quantity and unit price. Lines tagged Review in orange either weren’t found in the product catalog or are missing a weight — tap one to open it and confirm the metal, form factor, product preset, net weight, purity, year, quantity and unit price. Swipe left on a line to drop it from the import.

  6. Compare the totals The bottom section shows the items total next to the invoice subtotal. If they don’t match, you’ll get a warning to re-check the quantities and prices.

  7. Tap “Save” The order and all of its items are created at once.

What Happens on Save

  • If you already have a seller with that name, the order is attached to it instead of creating a duplicate.
  • The historical spot price for the order date is fetched automatically and stored on each item, so your premium figures are correct from the start.
  • Tax is not imported. If your invoice includes sales tax, edit the items afterwards to add the tax rate.

Tips & Notes

  • Review every line before saving. The scan is good, but a misread weight or purity throws off your premium and melt-value figures.
  • Clear, flat, well-lit photos read far better than angled shots of a crumpled invoice.
  • Matching works against the product catalog, so well-known coins and bars are recognised most reliably. Anything unusual will land in the Review state for you to fill in.
  • On the free plan an import is blocked if it would push you past the 10-item limit. Upgrade to Pro to import larger invoices.

That’s It!

One file, one review pass, and a full order is in your portfolio. Have questions or feedback? Reach out via the app’s Send feedback section!