Documentation

1. Create Your Account

Sign up for a free account at /register. No credit card required for the basic plan.

2. Connect Your Cloud Storage

AutoInvoice supports both Google Drive and OneDrive. Connect one or both:

• Connect Google Drive
• Connect OneDrive

3. Upload or Select Invoices

You can either:

• Upload files directly from your computer
• Select folders from your connected cloud storage
• Process multiple files in batches

4. Process & Export

Our AI extracts invoice data automatically, and you can export results to Excel or CSV format.

Connecting Your Account

1. Navigate to the Google Drive page
2. Click "Connect Google Drive"
3. Sign in to your Google account
4. Authorize AutoInvoice to access your selected folders (read-only)

Security & Permissions

AutoInvoice requests minimal permissions:

• Read-only access to folders you select
• No access to other files or folders
• Can be revoked anytime from your Google account settings

Processing Folders

Select any folder from your Google Drive. AutoInvoice will automatically process all supported files in the folder and subfolders. Supported formats: PDF, JPG, PNG, and other image formats.

Connecting Your Account

1. Navigate to the OneDrive page
2. Click "Connect OneDrive"
3. Sign in to your Microsoft account
4. Authorize AutoInvoice to access your selected folders

Supported File Types

• PDF documents
• Image files (JPG, PNG, TIFF)
• Scanned invoices

What is Vendor List?

The Vendor List is a user-configurable list of vendor/supplier names that helps our AI accurately identify vendor names on invoices. This feature significantly improves recognition accuracy for your regular suppliers.

How to Set Up

1. Navigate to your Account page
2. Click "Edit" in the Personal & Company Information section
3. In the "Vendor List" textarea, enter your vendor names (one per line)
4. Click "Save Changes"

Example Vendor List

Best Practices

• Include vendors you work with regularly
• Use the exact legal name as it appears on invoices
• Include common variations if applicable
• Keep the list updated as you add new vendors
• Focus on frequent vendors - no need to include everyone

What Data is Extracted?

Our AI extracts:

• Invoice number
• Invoice date
• Due date
• Vendor/Supplier name
• Total amount
• Tax/GST amount
• Subtotal
• Line items (description, quantity, price)
• Payment terms

Batch Processing

Process multiple invoices at once. Depending on your plan:

• Free Plan: Up to 20 files per batch
• Basic Plan: Up to 100 files per batch
• Premium Plan: Up to 500 files per batch

Processing Time

Typical processing time is 2-3 seconds per invoice. Larger batches may take longer depending on file sizes and complexity.

Supported Systems

AutoInvoice can export invoice data in formats compatible with major accounting systems:

• Xero: Australian cloud accounting software
• MYOB: Australian accounting software
• QuickBooks: Intuit's accounting software
• Excel: General purpose format

Setting Your Preferred System

1. Go to your Account page
2. Click "Edit" in the Personal & Company Information section
3. Select your accounting system from the dropdown
4. Click "Save Changes"

Once set, your exports will automatically use the compatible format.

Export Format Details

How to Export

1. After processing completes, you'll be on the Success page
2. Use the "Export as:" dropdown to select your format
3. Click the Download button
4. Your file will download in the selected format

Automatic Format Selection

If you've set an accounting system preference in your account settings, that format will be selected automatically. You can still manually choose a different format from the dropdown.

What's Included in Exports

• File name
• Vendor name
• Invoice number
• Invoice date
• Total amount (including GST)
• Amount excluding GST
• GST amount

Connection Issues

Problem: Can't connect to Google Drive or OneDrive

Solutions:

• Check your internet connection
• Try disconnecting and reconnecting your account
• Clear your browser cache and cookies
• Ensure pop-ups are enabled for autoinvoice.au

Poor Extraction Accuracy

Problem: Extracted data is incorrect or missing

Solutions:

• Ensure invoice image quality is at least 300 DPI
• Verify the invoice is clearly readable
• Check that text is machine-printed (not handwritten)
• Try re-scanning the invoice if it's blurry

Processing Failures

Problem: Files fail to process

Solutions:

• Check file format is supported (PDF, JPG, PNG)
• Ensure file size is under 10MB
• Verify file is not password-protected
• Try processing files in smaller batches