Here are some methods for uploading invoices to the invoice automate platform:
1. Email Invoicing Inbox
Please ensure to list all the email addresses that will forward invoices as this is how we determine how to match the invoice to your account. You can separate multiple emails with a comma and there is no need to add a space in between.
Please forward emails to - invoices@invoiceautomate.com
You can either forward those invoices automatically by setting up an auto-forward from the inbox of your account to our processing inbox (speak with your IT team to set this up) or you can forward these manually as they hit your inbox. View the below for a guide on setting up auto-forwarding from Outlook or Gmail.
Please make sure that they have a PDF attached and send it to our processing email address which is invoices@invoiceautomate.com
Invoices need to be a single invoice per PDF and are not able to be links, images or word documents.
NOTE: If you have a designated email address for receiving invoices, you can setup inbox rules to automatically forward them to Invoice Automate. Your IT team should be able to assist you in setting these rules up.
2. Upload Invoice
You can also manually upload your invoices by clicking '+ Upload Invoice.' In this screen you are able to drag and drop the PDF invoice attachments. When you click 'Save,' those invoices will be uploaded, and the invoice will appear in your dashboard once the processing is complete.
NOTE: You are able to upload multiple invoices at one time on this screen, however, all invoices need to be separated as we do not have the facility to split PDFs.
All invoices need to be extracted from any Zip files
Batch ID
This will only appear if you use the '+ Upload Invoice' button when uploading invoices to the platform. It will give you an ID and allow you to see the estimated time. If you have uploaded more than 5 invoices it will auto-refresh the dashboard after the 5th invoice so that you can start to process the files that have been processed.