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Attach Invoice PDFs
Attach supplier invoice PDFs to matching open bills
Use this Agent instantly or customize it - no programming needed
- Supplier invoice emailSupplier invoice email
Your invoice email provides the sender, message ID, and received time.
- Invoice PDFInvoice PDF
Your supplier's PDF provides the invoice details and the file to attach to a bill.
- Open billsOpen bills
Your open bills provide the vendor, invoice number, amount, and currency for matching.
- Existing bill attachmentsExisting bill attachments
Your bill's attachments and recorded mail IDs show whether this email was handled already.
- Invoice matching ruleInvoice matching rule
Your rule sets how invoices match bills and who resolves unclear cases.
Your supplier email account holds new invoice emails and their PDFs in the folder you choose.
Your bill management tool shows open bills and existing attachments, and accepts the matched PDF.
- Unresolved match questionUnresolved match question
Your payables person gets the exact facts that block a safe invoice match.
- Invoice PDF on billInvoice PDF on bill
Your reviewer finds the supplier's PDF attached to the matched bill.
- Recorded mail IDRecorded mail ID
Your bill keeps the source email's ID so the same invoice does not get attached twice.
This Agent waits for a PDF in your supplier invoice folder. It reads the email and looks for a matching open bill. It attaches the PDF or shows your payables person the unresolved details.
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GmailUsed as:
- Supplier email account
Gmail holds new invoice emails and their PDFs in the folder you choose.
Microsoft OutlookUsed as:
- Supplier email account
Microsoft Outlook holds new invoice emails and their PDFs in the folder you choose.
QuickBooks OnlineUsed as:
- Bill management tool
QuickBooks Online shows open bills and existing attachments, and accepts the matched PDF.
XeroUsed as:
- Bill management tool
Xero shows open bills and existing attachments, and accepts the matched PDF.
Zoho MailUsed as:
- Supplier email account
Zoho Mail holds new invoice emails and their PDFs in the folder you choose.
Bigin by Zoho CRMUsed as:
- Bill management tool
Bigin by Zoho CRM shows open bills and existing attachments, and accepts the matched PDF.
MailparserUsed as:
- Supplier email account
Mailparser holds new invoice emails and their PDFs in the folder you choose.
HoldedUsed as:
- Bill management tool
Holded shows open bills and existing attachments, and accepts the matched PDF.
Microsoft ExchangeUsed as:
- Supplier email account
Microsoft Exchange holds new invoice emails and their PDFs in the folder you choose.
KintoneUsed as:
- Bill management tool
Kintone shows open bills and existing attachments, and accepts the matched PDF.
Made for your industry
Attach Invoice PDFs is made for businesses in these industries.
- Construction
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Put maintenance vendor invoice PDFs on matching open bills.
Show all Agents for the Property Management industry - Accounting and Bookkeeping
Attach client supplier invoices to matching bills for review.
Show all Agents for the Accounting and Bookkeeping industry
Made for your role
Attach Invoice PDFs is made for people in these roles.
- Accounts Payable Clerk
Attach emailed invoice PDFs to matching open bills.
Show all Agents for the Accounts Payable Clerk role - Accounting Manager
Show unresolved invoice matches before bill review.
Show all Agents for the Accounting Manager role - Accounts Payable Manager
Flag uncertain supplier matches for payables review.
Show all Agents for the Accounts Payable Manager role - Bookkeeper
Match supplier invoice PDFs to open bills in the books.
Show all Agents for the Bookkeeper role - Finance Manager
Put supplier invoice PDFs on bills awaiting finance review.
Show all Agents for the Finance Manager role
Made for your department
Attach Invoice PDFs is made for people in these departments.
- Finance
Surface uncertain supplier matches for bill review.
Show all Agents for the Finance department - Accounts Payable
Attach supplier invoice PDFs to matching open bills.
Show all Agents for the Accounts Payable department - Accounting
Keep emailed invoice PDFs with the bills accountants review.
Show all Agents for the Accounting department
How Attach Invoice PDFs works
3 steps, in order, on every run.
-
Read the supplier emailRead a new message in your chosen invoice folder and download its PDF. Gather the invoice details needed to find a bill.
-
Find the open billMatch the supplier and invoice number against open bills. Confirm the amount and currency before choosing a bill.
-
Attach the PDF or raise a questionAttach the PDF to the matched bill and record the source email once. Show unresolved details to your payables person when the match is unclear.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or QuickBooks Online.
10 tools
- Connect the chosen client or company account and the bill review area.
- Set the permitted supplier and invoice matching rule and the person who resolves exceptions.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Attach Invoice PDFs:
You choose the company account and bill review area. You also set the matching rule and name the person who handles exceptions.
Your payables person sees the unresolved details. The bill stays pending while they decide how to resolve the match.
No. Your team keeps approval, posting, and payment decisions. This Agent attaches a matching PDF or shows an unresolved match.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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