Accounts Payable User Guide
WebsiteProduct Docs
  • Dashboard
  • Purchase order
    • Purchase order To Invoice
    • Other features In PO ?
  • Invoice
    • 3- Way Matching
    • Invoice Payment
    • Create Credit Note
    • Create Debit Note
    • Create Invoice Without PO
    • Audit Trail
  • OCR Analytics
    • Create OCR Template
    • Rename or View OCR Template
    • Inbox setup for Invoice OCR
    • Capture Invoices from Inbox
    • Invoice from OCR
  • OCR FTP
    • How to Create a Sync FTP job
    • How to Process Files for FTP sync
  • GRN
  • Configuration
    • Add Internal Users
    • Add Business Units
    • Supplier Onboarding
    • FTP Configuration
      • Configure FTP
      • Schedule FTP
      • FTP Logs
    • Business Setting
    • SMTP & IMAP
    • Approval Workflow
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Capture Invoices from Inbox

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Last updated 2 years ago

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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.