Invoices from email attachments
The system can use AI to turn PDF and image attachments into invoices: one by one with the lightning icon next to the attachment, for several emails at once with the AI processing action, or automatically if you enabled it for the mailbox. The email page shows the result per attachment.
Processing one attachment
Click the lightning icon (Quick processing) next to the attachment. The AI reads the invoice data, you check it and save the invoice. This option is available to team admins.
Several emails at once
In the Inbox list, select the emails, choose AI processing under Select action, then click Perform action. This requires the finance manage permission.
Automatic processing
Under Team Settings → Integrations you set Automatic attachment processing per mailbox: Off, Only this team, or – if the team belongs to a company group – With company-group routing. Each attachment consumes credits.
What you see on the email
- An attachment that became an invoice shows the invoice number, and one click opens the invoice.
- Already present with an invoice document – the invoice was already in the system.
- Auto-processed, but needs manual review – the reasons are listed under Attachments that need review.
- The AI determined this is not an invoice — skipped
- Automatic processing failed
If every attachment was processed cleanly, the email becomes processed on its own. If at least one attachment needs review or failed, the email stays unread and unprocessed so it does not get lost.
An invoice created from an attachment can be deleted with Undo on the email; the attachment then goes back to the unprocessed queue.
The settings for automatic processing are described in detail in the article Automatic processing of e-mail attachments.