Setting up supplier invoice email intake: receive invoices by email as draft bills

Setting up supplier invoice email intake: receive invoices by email as draft bills

NexerIQ can receive supplier invoices by email and turn them into draft bills for you — no manual typing. Each company gets its own private intake email address; anything sent there is read automatically, matched to the right supplier and products, and placed in a review list for you to check. This guide shows you how to switch intake on and configure it. Don't worry if email setup isn't your thing — it's a one-time job, and NexerIQ does the heavy lifting once it's on.

How it works

When an invoice arrives at your intake address, NexerIQ reads the document, works out the supplier, the amounts, and any product lines, and creates an entry in Document review (under Procurement). Nothing is posted to your accounts automatically — you review each one and approve it, so you stay in control. Because matching is based on the content of the invoice, it works whether the supplier emails you directly or you forward the invoice in yourself.

Turn on document intake

  1. Go to Settings → Procurement.
  2. In the Document intake card, tick Enable document intake.
  3. Click Save.

That's the minimum needed to start receiving invoices. The options below let you tighten security and routing.

Your intake address

When intake is available, your company's address is shown at the top of the Document intake card with a copy button. It looks like yourorg_yourcompany@invoice.nexeriq.com. Share this address with the suppliers you want to receive invoices from, or forward invoices to it from your own mailbox.

If no address is shown, email intake hasn't been switched on for your organisation yet — ask your NexerIQ administrator to enable it and the address will appear.

Restrict who can send (recommended)

Use Allowed sender domains to accept invoices only from senders you trust. Enter one or more domains separated by commas — for example supplier.com, forward.example. NexerIQ will then ignore mail from any other domain, which keeps stray or unwanted email out of your review list. Leave the field empty to accept mail from any sender.

A contact for intake problems

Enter a Failure notification email (for example finance@yourcompany.com) as the contact for problems with incoming documents — for instance an email with no readable attachment. It's saved with your intake settings so your finance team has a clear owner for anything that needs attention.

If your invoices should also receive stock

When an invoice contains products you keep in inventory, NexerIQ can propose a goods receipt alongside the draft bill. For that to work you need Warehouses enabled and at least one warehouse set up — you'll choose which warehouse to receive into when you approve the invoice. See Setting up warehouses if you haven't done this yet. Service-only invoices don't need any of this.

Keep your own branded address

Many businesses prefer to keep publishing a friendly address like invoice@yourcompany.com to suppliers and simply forward everything to their NexerIQ intake address. If you'd like to do that, see Forwarding supplier invoices by email for step-by-step rules in Microsoft 365 and Gmail.

Tip: to try intake out, enable it and leave Allowed sender domains empty, then forward one invoice in and watch it appear in Procurement → Document review. Once you're happy, add your trusted sender domains to lock it down.

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