Invoice sources

You can use INVOICES for paper invoices that you scan in using the Scan module, and also for invoices from many other sources. For some sources you need an additional product.

You make your choice in the Source settings of the Job description dialog.

Source

Description

DOCUMENTS

ReadSoft DOCUMENTS (formerly known as CLASSIFY) sorts incoming documents according to the type of document it is: invoices, order forms, and other types. Required product: DOCUMENTS.

Select Data source extension in the Source settings. Then select DOCUMENTS Input.

Important: See Interpreting documents from DOCUMENTS.

Internal

You scan paper invoices using a scanner and the INVOICES scan module. Invoices are interpreted from INVOICES' internal database.

Select Internal in the Source settings.

Image files

You have image files of the invoices. For example, you receive invoices via a fax server.

Select Import invoice image files in the Source settings. See Interpreting image files.

Email

Suppliers send invoices to you via email. The invoices are in image files that the supplier creates by scanning the invoices or in another way. The supplier sends the image files as email attachments. Required product: COLLECTOR.

Select Data source extension in the Source settings. See Selecting a data source extension as the interpret source.

EZ-OUT

Suppliers install EZ-OUT, which automatically sends invoices to you by email. Required product at supplier: EZ-OUT. Required product: ReadSoft COLLECTOR.

Select Data source extension in the Source settings. See Selecting a data source extension as the interpret source.

Note: COLLECTOR, DOCUMENTS, and EZ-OUT have their own help systems. Please refer to those separate help systems if you have questions about the programs.

The Interpret module: An overview