Track an Invoice Received by Email

Turn an invoice email into an accurate Payment record and track any work required before completion.

The invoice Message must be imported into Planobot. If it is missing, check New Gmail Messages Are Not Appearing.

1. Open the invoice Message from Inbox or the Payments message folder.
2. Review the proposed Payment.
3. Verify the invoice amount, balance due, due date, invoice number, payee, payment direction, and Property.
4. Correct, merge, or reject the proposal if necessary.
5. Select Approve when the Payment is accurate.
6. Open Payments and select the record.
7. Use the Payment status to track its lifecycle and the linked workflow Task to manage follow-up.
8. Mark the Payment Done only when completion is supported by your records or reliable payment evidence.

The invoice is visible as a Payment with its source Message, Property, parties, amount, and due date. Any required operational follow-up is visible through the linked workflow Task.

See Never Miss a Vendor Invoice and Find Bills Hidden in Email.