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Attach Invoice PDFs
Match emailed supplier invoices to pending bills and attach their PDFs
Use this Agent instantly or customize it - no programming needed
- supplier invoice emailsupplier invoice email
Your labeled supplier email carries the invoice details and a message ID.
- invoice PDFinvoice PDF
Your supplier's PDF is the exact file the reviewer needs on the bill.
- pending billpending bill
Your pending bill shows its supplier and invoice details for matching.
- existing bill attachmentsexisting bill attachments
Your bill's current attachments and email references show whether this PDF was added before.
- bill matching rulebill matching rule
You choose the accounting account and the supplier invoice matching rule.
- payables contactpayables contact
You choose who handles invoices without a safe bill match.
Your email app supplies labeled supplier emails and their attached invoice PDFs.
Your accounting system shows pending bills and their attachments, then holds the matched invoice PDF.
- unresolved bill matchunresolved bill match
Your payables person receives the facts preventing a safe bill match.
- PDF on the billPDF on the bill
Your matched bill carries the exact emailed PDF for review.
- source email referencesource email reference
Your bill keeps the source email's message ID to prevent duplicate attachments.
This Agent waits for a labeled supplier email with an invoice PDF. It checks for a matching pending bill, then attaches the PDF. Your payables person gets unresolved matches.
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GmailUsed as:
- Email app
Gmail supplies labeled supplier emails and their attached invoice PDFs.
Microsoft OutlookUsed as:
- Email app
Microsoft Outlook supplies labeled supplier emails and their attached invoice PDFs.
QuickBooks OnlineUsed as:
- Accounting system
QuickBooks Online shows pending bills and their attachments, then holds the matched invoice PDF.
XeroUsed as:
- Accounting system
Xero shows pending bills and their attachments, then holds the matched invoice PDF.
Zoho MailUsed as:
- Email app
Zoho Mail supplies labeled supplier emails and their attached invoice PDFs.
Bigin by Zoho CRMUsed as:
- Accounting system
Bigin by Zoho CRM shows pending bills and their attachments, then holds the matched invoice PDF.
MailparserUsed as:
- Email app
Mailparser supplies labeled supplier emails and their attached invoice PDFs.
HoldedUsed as:
- Accounting system
Holded shows pending bills and their attachments, then holds the matched invoice PDF.
Microsoft ExchangeUsed as:
- Email app
Microsoft Exchange supplies labeled supplier emails and their attached invoice PDFs.
KintoneUsed as:
- Accounting system
Kintone shows pending bills and their attachments, then holds the matched invoice PDF.
Made for your industry
Attach Invoice PDFs is made for businesses in these industries.
- Retail
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Show all Agents for the Property Management industry - Accounting and Bookkeeping
Attach emailed supplier invoices to pending bills in client accounts.
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Made for your role
Attach Invoice PDFs is made for people in these roles.
- Accounts Payable Clerk
Attach invoice PDFs to the bills awaiting payables review.
Show all Agents for the Accounts Payable Clerk role - Accounting Manager
Put the current supplier invoice PDF on each matched bill.
Show all Agents for the Accounting Manager role - Accounts Payable Manager
Surface unmatched invoices with the facts needed to resolve them.
Show all Agents for the Accounts Payable Manager role - Bookkeeper
Keep emailed invoice PDFs with their matching bills.
Show all Agents for the Bookkeeper role - Finance Manager
Bring invoice PDFs into the pending bill review queue.
Show all Agents for the Finance Manager role
Made for your department
Attach Invoice PDFs is made for people in these departments.
- Finance
Send unresolved bill matches to the payables reviewer.
Show all Agents for the Finance department - Accounts Payable
Attach incoming invoice PDFs to bills before payment review.
Show all Agents for the Accounts Payable department - Accounting
Keep supplier invoice PDFs with bills awaiting review.
Show all Agents for the Accounting department
How Attach Invoice PDFs works
3 steps, in order, on every run.
-
Read the Invoice EmailRead the labeled supplier email and download its invoice PDF. Pull the invoice details needed to match a bill.
-
Find the Pending BillFind a pending bill that matches the supplier and invoice details in your connected account. Send unclear matches to your payables person with the unresolved facts.
-
Attach the Invoice PDFAttach the PDF once to the matching bill and record the email message ID. Leave approval, posting, and payment to your team.
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:
Connect the mailbox and accounting account that holds your pending bills. Choose your matching rule and who handles exceptions.
You choose the matching rule. The pending bill must share the supplier and invoice number. The amount and currency must match too.
Your payables person gets the exact unresolved facts. The Agent leaves any bill pending for a safe decision.
No. Your team still decides whether to approve, post, or pay a bill. The Agent adds the PDF only when it finds a clear 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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