Capture Invoices from Inbox

The email address entered in “Mail to” and “Mail from” will be the one in which the received PDFs or JPEG & PNG will be read and processed.

  1. Now, the user needs to click on that particular email thread containing the Invoices. When clicked, the mail will open with a preview of the invoices attached in the mail.

  2. Now, if the user wants to view this invoice extracted data in OCR , then they have to click on the button “Review and Save”.

  3. After clicking on the Review and Save, this pdf will be Visible to OCR and the data will be extracted.

  4. Further process will be the same to create Invoice of this file as mentioned in “Create invoice from OCR” steps.

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