Getting Vendors to Email Invoices

There are 4 different ways that vendors can send invoices:

• Email to a specific address monitored by Mekorma Invoice Capture
  

• Email through an existing AP address

• Paper mail

• In a portal that you must download from

*Invoice attachments larger than 2 MB might not be able to be attached to invoices through Mekorma Invoice Capture. Attach the invoice manually in the Payables Transaction Entry window or the Purchasing Invoice Entry window.
For more information, refer to Manually Attaching Invoices.

Email direct to capture

The easiest flow is to direct your vendors to email their invoices to you to an email address that is monitored by Mekorma Invoice Capture. If you have multiple companies, vendors should use the email address for the company they are billing.

Email through AP

When first installing, you may want to monitor the invoices more closely while you get comfortable with the system. You can continue to use an email address that vendors are already sending to. IT can create a temp email for the capture system, and you can forward invoices to it when you get them.

When you feel confident, you can reconfigure the system to use your official email address simply by changing the email address on the setup screen.

Dealing with snail mail Invoices

Scan any paper invoices to a folder on your local drive. You can then email them to your Invoice Capture email address. You can attach multiple invoices to the same email if they all belong to one of your companies.

Downloading invoices from a portal

Vendors commonly have online portals for you to pull your invoices from.

Try to convince your vendors to include invoices as attachments. It is inconvenient for you to log into the vendor portal and download each invoice.

If you must, download the files to a folder on your local drive, attach to an email, and send it to your Invoice Capture email address. You can attach multiple invoices to the same email if they all belong to one of your companies.