When forwarding purchase documents to your Envoice invoice email, you must ensure your files meet specific requirements so the system can process them correctly.
File requirements for purchase invoices
If you send or share your invoice email to suppliers to forward invoices, make sure to check these file requirements beforehand:
The file format must be PDF or JPG.
The recommended file size is less than 500 kB.
The document must be an email attachment, not an inline image in the body of the email.
Supported formats for additional attachments
If you receive an invoice with supporting documents (like contracts or waybills), they can be in different file formats (e.g., .doc, .rtf, .xls). Envoice associates these attached files with the main invoice.
You can access these files in the Related documents section within the invoice view.
How to manage your invoice inbox flow
Envoice provides two options for how documents received by email are managed.
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In your inbox flow settings, choose one of these two options:
Each attachment is a purchase document: You can choose to treat each attachment in the email as a separate purchase invoice.
Email is a single purchase document and linked attachments: Envoice consolidates them into a single purchase invoice. Any additional attachments will be treated as attachments to that particular invoice.
Read more how to change how received purchase invoices are handled
Troubleshooting unsupported file formats
If you have received an invoice in an unsupported file format, then you must convert it into the PDF format. Use the Save As PDF function in Microsoft Word, Excel, and PowerPoint, or find a conversion program such as Adobe Acrobat.