Getting bills in by email means suppliers or your team forward invoices to one address and the data is read and entered for you. What is invoice capture?
Before you start
- Sage X3 Financials and Purchasing
- Function and site rights for the screen
The Sage X3 way
Where to find it: Financials > Invoices > Purchase invoices
- The E-invoicing framework describes supplier invoices arriving as attachments to a dedicated email address or through Sage Network.
- OCR reads PDFs and images and XML files are parsed. Header data is mapped to the supplier and site.
- The invoice is created with a header and a generic line. You then code and match it in Purchasing or A/P-A/R accounting.
Limits in Sage X3
- Documented for French and German legislation. Check availability for Australia with your partner.
- The process is not fully automated. You complete the coding by hand.
Words Sage X3 uses
- Site. A physical or legal location inside a company. Purchase flows run per site.
The Pulsify way
- Each company gets its own Pulsify forwarding address. Ask suppliers to send invoices there, or forward them yourself.
- Pulsify reads each attachment and works out if it is an invoice, a credit note or a statement.
- Pulsify finds the supplier in Sage X3 and codes each line.
- Review and approve. The purchase invoice is created in Sage X3 with the file attached.
Pulsify connects to Sage X3. 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
- Assuming the e-invoicing framework is set up for an Australian company.
- Posting the generic line without coding it.
More help
- How to get vendor invoice records in by email to Dynamics 365 Finance
- How to get AP invoice records in by email to Kinetic
- How to get supplier invoice records in by email to IFS Cloud
- How to enter a purchase invoice with line items in Sage X3
- How to import purchase invoice records from a CSV into Sage X3
- How to stop paying a purchase invoice twice in Sage X3
- All Sage X3 how-to guides
- Pulsify setup guides
Sources
Last checked 2026-10-19. Confidence: partial.
Common questions
Can X3 read invoices from an email?
The E-invoicing framework describes invoices arriving as attachments to a dedicated email address or through Sage Network. It is documented for French and German legislation, so check availability for Australia with your partner.
Is the draft complete?
No. The invoice is created with a header and a generic line. You code and match it in Purchasing or A/P-A/R accounting.
What reads the PDF?
OCR reads PDFs and images and XML files are parsed. Header data is mapped to the supplier and site.
Can I just forward invoices to Pulsify?
Yes. Every company has its own forwarding address. Send or forward invoices there.
Pulsify setup guides
Want this done for you?
Book a call to see how Pulsify handles supplier bills in Sage X3.