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Email Invoice Dropbox: Automating the Sending of Your Invoices via Email

Imagine 2 possible scenarios:

Your company is paying a subscription for a service that sends you invoices every month by email. This means that every month you have to receive the email, download the invoice, access Companio and upload the invoice to the "Expenses" section.

Your online store generates an email with a sales invoice every time a customer buys one of your products. Upon receiving this email, you must save the document on your computer and upload it later to Companio.

In both cases, the repetitive process of receiving invoices by email and uploading them to a platform could be automated. To solve this problem, we have created the functionality Email Invoice Dropbox or the automation of invoices via email.

What Are the Advantages of Email Invoice Dropbox?

Efficiency: Streamlines the repetitive process of handling emailed invoices and manual uploads to a platform.

Time-Saving: Eliminates the need to download invoices and manually upload them, saving considerable time.

Ease of Integration: Seamless integration with platforms like Uber, where invoices can be automatically sent as expense invoices.

Reduced Manual Effort: Minimizes the manual effort required for managing invoices received by email.

How to Automate Invoice Submission?

From the Settings section, select "Email Automation".

You will see two options:

Expense Invoice Dropbox: this option allows you to effortlessly generate and copy the designated email address for sending your expense invoices. Click the "generate and copy" button adjacent to your expense invoices.

Sales Invoice Dropbox: designed for handling sales invoices. Click the "generate and copy" button adjacent to your sales invoices.

For example, if you want all of your Uber invoices to be automatically sent as expense invoices, simply click the expense invoices button. A unique email address for your user will be automatically generated and copied directly. Now all you have to do is paste that email address into the Uber app.

Automation is not only useful but also will save you a lot of time. To prevent abuse of this feature, there is a limit of one email per minute per customer. That is, multiple emails in less than a minute will not be accepted. Please use this tool responsibly and do not share those email addresses publicly.

Updated on: 03/01/2024

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