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How Do I Send My Invoices to Companio Through Email Automation?

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 automation of invoices via email.

How to Automate Invoice Submission?

Go to the Settings section in the user menu at the top right. Once there, click on the "Automation" tab.

You will see two options:

Expense Invoice Drop: this option allows you to effortlessly generate and copy the designated email address for sending your expense invoices. You should click the the expense invoices button.

Sales Invoice Drop: designed for handling sales invoices. You should click the sales invoices button.

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: 10/08/2023

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