How to automatically create invoices from email
Do your vendors or clients send invoices to your email? You don’t need to download and retype them. Simply connect your mailbox to Aptien, and it will automatically create the invoice and route it for approval to the right folder. You’ll save time and won’t miss any vendor invoice emails.
How does automatic invoice capture from emails work?
- Aptien includes a built‑in extension to automatically create records from incoming emails, including their attachments.
- Once you set up and activate the extension, items will be automatically created from messages in the mailbox you configure.
- You define which fields should be auto-filled from the email.
- After you start email fetching, items will be created automatically.
Where do you set up automatic invoice creation from email?
- Open your Invoices register (where you track and approve invoices) to configure the settings
- Select which email mailbox you want to capture invoices from using this guide
- Start the sync and invoices will begin loading automatically