Video Overview
How To Submit Invoice Files
You can submit invoice files for AI processing by:
- Selecting +New Invoice on the Vendor Invoices page
- Add Image while receiving a placed order
- Upload directly on the Image Vault
- Email as an attachment to your store's designated email address
Check out the article titled "Uploading Invoice Images for Electronic Invoicing" for a deep dive on these methods.
NOTE: When submitting multi-page invoices it is important that:
- All pages of the invoice are submitted in one file; and
- All pages of the invoice are grouped together within that file
If the above steps are not followed the invoice may generate with only some of the lines having been processed. If this occurs you can use the "+Add Vendor Item" button at the bottom to manually add additional lines to the invoice, or you can delete the invoice and re-submit, following the steps above.
Editing AI Invoice Data
Click the purple magic wand icon to edit any lines. These edits are reviewed by the AI model daily for improvements to future processings.
FAQs
How will I know if the invoice was processed via AI?
You will see a banner at the top of the invoice that says "Auto-Generated by Craftable AI".
How do I get Invoice AI activated for my account?
We're in the process of migrating existing accounts over to this functionality. We want to ensure accuracy and minimize needing to remap items that you had previously mapped. You can reach out to your Customer Success Manager to lodge your interest in moving to Invoice AI processing.