Upload Invoice via Email Upload

May 13, 2025 1 month ago 4 Steps
Planaji can import invoices via email

Step-by-Step Guide

1 First send and email to your auto import email address
2 The system will automatically import the invoice as UNVERIFIED and remark will have Unsaved Imported Invoice
The system will automatically import the invoice as UNVERIFIED and remark will have Unsaved Imported Invoice
3 The system will email you a status update of the invoice
The system will email you a status update of the invoice
4 You can now edit the invoice, fill in any missing information and save
You can now edit the invoice, fill in any missing information and save
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