Invoice Automation is now embedded in the Accounting Seed Financial Suite beginning with Winter ’26. For more information, please send an email to  licensing@accountingseed.com.

For a high-level overview of this feature, see the Email to Payable Overview section of the Invoice Automation Overview article. For setup instructions, see Email to Payable Configurations. When your vendors email invoices to your AP email address linked to the Salesforce Email Service, the system automatically creates draft Payable records.

Initial Field Values on Draft Payables

Draft Payables are created with the following default values:

• Posting Status: “Draft”
• Issue Date: Today’s date
• Accounting Period: Corresponding period for today’s date
• Vendor: Auto-populated if the sender’s email matches the Primary Contact email on a Vendor record
• Ledger: Set to the default ledger

Related Information on Draft Payables

Email attachments are attached to the Payable record and can be previewed in the Related Documents carousel. The original email sent by your vendor is also attached to the Payable and is visible on the Activities tab (see screen capture below). This helps you identify whether a draft Payable was created from a vendor invoice or from a different type of message sent to your AP address.

Email to Payable Workflow with AI Invoice Capture

If AI Invoice Capture is configured, click the Capture button in the Related Documents carousel to begin scanning the invoice and have the system add Payable Lines. If auto-capture is enabled at the org level and for this specific vendor, the capture process starts automatically as soon as the draft Payable is created. Your next step is to review the populated lines, then route the Payable through your approval process.

See Using AI Invoice Capture for more information.

Email to Payable Workflow without AI Invoice Capture

If you do not use AI Invoice Capture, preview the invoice in the Related Documents carousel and add lines manually in the Advanced Line Manager. Once complete, route the Payable through your approval process.

Multi-Company and Setting the Ledger

For organizations using Multi-company (Ledger), you can set up separate AP email addresses for each company and add a Flow that populates the Ledger, Owner, and other fields on the Payable based on the address to which the invoice was emailed. For more information, see the Email to Payable Flow to Update Payable Fields article.

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