# How to get vendor invoice records in by email to Dynamics 365 Finance

Set up one address for vendor invoice records. Ask each vendor to send invoices there. Read and enter each one into Dynamics 365 Finance, with the original file attached.

Getting bills in by email means suppliers or your team forward invoices to one address and the data is read and entered for you.

## Before you start

- Invoice capture solution on Power Platform
- Power Apps or Finance licence
- Azure Data Lake storage (often not needed if the 20 GB Dataverse file capacity is enough)

## The Dynamics 365 Finance way

Where to find it: Invoice capture

1. Create a channel that watches a Microsoft Outlook 365 shared mailbox folder.
2. Invoices arrive as received files.
3. The solution reads them and shows invoices for the clerk to review.
4. Send the checked invoice to Finance.

## Limits in Dynamics 365 Finance

- Subfolders are not supported. Each tenant gets 100 invoice capture transactions a month. Extra transactions need Electronic Invoicing SKUs.

## Good to know in Dynamics 365 Finance

- Touchless processing is possible when there are no review errors.

## The Pulsify way

1. Each company gets its own Pulsify forwarding address. Ask suppliers to send invoices there, or forward them yourself.
2. Pulsify reads each attachment and works out if it is an invoice, a credit note or a statement.
3. Pulsify finds the vendor in Dynamics 365 Finance and codes each line.
4. Review and approve. The vendor invoice is created in Dynamics 365 Finance with the file attached.

Pulsify connects to Dynamics 365 Finance. We set up the connection for you.

What Pulsify does not do here:

- Unknown senders can be held until an admin allows them.
- You can also upload files or take a photo in the app.

## Common mistakes

- Putting invoices in a subfolder of the shared mailbox, which is not supported.
- Not checking the 100 invoice capture transactions a month before sending a large batch.

## Common questions

### Can Dynamics 365 Finance take invoices by email?

Yes, with the Invoice capture solution on Power Platform. Create a channel that watches a Microsoft Outlook 365 shared mailbox folder. Invoices arrive as received files for the clerk to review.

### What do I need for Invoice capture?

The Invoice capture solution on Power Platform. Users without a full Finance licence need a Power Apps licence. Azure Data Lake storage is often not needed if the 20 GB Dataverse file capacity is enough. Each tenant gets 100 invoice capture transactions a month.

### Can it watch subfolders?

No. Subfolders are not supported. Touchless processing is possible when there are no review errors.

### Can I just forward invoices to Pulsify?

Yes. Every company has its own forwarding address. Send or forward invoices there.

## Sources

- https://learn.microsoft.com/en-us/dynamics365/finance/accounts-payable/invoice-capture-overview
- https://learn.microsoft.com/en-us/dynamics365/finance/accounts-payable/invoice-capture-channel
- https://learn.microsoft.com/en-us/dynamics365/finance/accounts-payable/invoice-capture-config-group

Source: https://www.pulsify.tech/how-to/get-bills-in-by-email-in-dynamics-365-finance/ (last checked 2026-10-19)