Invoices
Upload & extract

Extract and upload invoices

Bring supplier invoices into ProtoCRM. Reading continues in the background.

Upload files

  1. Go to Invoices → Extract.

  2. Click Select Files, or drag files onto the dashed area. Up to 50 files per batch, 15 MB each, PDF, JPEG, PNG or WEBP. Other files are skipped and a message tells you how many.

    The Extract page with Select Files and Microsoft 365

  3. Files are listed as Waiting. Use the eye icon to preview a file, or Clear to start over.

    Three files waiting to upload

  4. Click Upload. Each file shows Uploaded, reading in background, then Read.

    All three files uploaded and read

  5. You can close the page. Click Go To Invoices, or the open icon on a row to go straight to that invoice.

A file uploaded before is marked Already uploaded, so the same invoice is not created twice.

Other ways to bring invoices in

  • Microsoft 365: on the Extract page, click Microsoft 365 to browse SharePoint sites, Teams files or your OneDrive and import PDFs. An administrator must first connect Microsoft 365 (see Microsoft 365).
  • Email: in Mailbox, use Create invoices on an email, or turn on Also create invoices from PDF and image attachments in a mailbox rule. The invoice page then shows From email with the sender and subject.

Next: Review an invoice.

OverviewReview