Hello,
can someone please recommend a way to automatically create purchase invoices from incoming e-mail? I’d like my vendors to send their monthly recurring invoices via e-mail and automatically create the appropriate document in ERPNext.
Hi,
for the moment this does not exsit as far as I know. I also think this would be helpful.
We create invoices and then attach the PDF that the customer or supplier sends.
Regards.
Yeah, that’s what we’re doing too. But I was trying to figure out a better way to do it. I hoped that it can be done similar to sales opportunities.
Italy regionalization of ERPNext allows you to import a Purchase Invoice from xml file. So if your supplier can send invoice attached as .xml file to email - this may be the direction / pathway to accomplish this. As far as I know, current capability is to manually import - so additional script to “read” email attachment is likely needed.
Hello,
I reopen this thread, bc I see this option on Purchase Invoice form. So it seems we can create Purchase Invoice from email.
After set this correctly you can pick Purchase Invoice under the email account like this one:
But unfortonately it does not working, bc Supplier is mandotory (and there was something like that in the error log) and I cannot change the that default fields to non mandotory.
Am I on a bad track? I hope someone can help me out with this.
here is the error what’s generated when ERPNext load mail from imap and tried to create Purchase Invoice from it:
One of our devs checked and unfortunately, it wont work without custom code.
Hello @Monolithon,
thank you for reply.
And how do you get the purchase invoice now to ERPNext?
Regards
Kevin
Hello everyone,
I have been talking to my developers and we would like to program various integrations for ERPNext.
We would like to develop 3 solutions for the time being.
Solution 1 ERPNext & Getmyinvoices integration:
→ Getmyinvoices https://www.getmyinvoices.com/
Various portals such as Amazon, Ebay, e-mail (over 10,000 portals) etc. can be connected in Getmyinvoices. All incoming invoices are automatically uploaded there centrally.
The aim is to automatically create all incoming invoices in ERPNext, upload the PDF invoices from Getmyinvoices, link them & pre-fill the data such as suppliers, tax, articles and much more with an OCR scan.
Solution 2 ERPNext & Mail Import:
In this solution, ERPNext should upload all invoices that arrive at accounting@example.com, for example, to ERPNext Doctype Incoming Invoice.
The aim is to monitor the accounting mailbox, automatically create an incoming invoice in ERPNext, link the attachments of the mail to the incoming invoice & again make an OCR scan to automatically fill in the incoming invoice to reduce manual work.
Solution 3 ERPNext & Sharepoint:
With solution 3, all incoming invoices that are stored in a Sharepoint website, e.g. Accounting, should be uploaded to ERPNext.
The aim here is that when incoming invoices are stored in a folder in a specific Sharepoint site, ERPNext monitors this folder and uploads all new files. Here too, an incoming invoice should be created automatically, the file uploaded from the Sharepoint folder & linked to the incoming invoice. Furthermore, the data such as supplier, invoice number, date etc. should be read out via an OCR scan and automatically filled in the ERPNext incoming invoice.
Is anyone interested in this software solution? If so, solution 1, 2 or 3? Or do you have another integration that you would like?
Regards
Kevin
n8n can handle that. You can parse the email or pdf, then utilize the ERPNext node (which has some limitations by the way)
Do you have samples for the email or pdf?