# Invoice capture for CloudSuite Industrial

CloudSuite Industrial needs an add-on for invoice capture. Pulsify gives each company its own email address, reads every invoice line by line and creates the voucher in CloudSuite Industrial.

Invoice capture means getting supplier invoices out of email and paper and into your system as data, without typing them in.

## What CloudSuite Industrial does on its own

Vouchers are keyed on the A/P Vouchers and Adjustments form, or built from receipts with Generate A/P Transactions. EDI invoices can also be vouchered with Generate from EDI Invoices. Reading invoices from email or PDF is not part of the voucher forms, so partners add capture.

- Partner product needed

## What you need in CloudSuite Industrial

- Access to A/P Vouchers and Adjustments
- A partner capture product for email in and extraction
- An EDI set up on the vendor for Generate from EDI Invoices

## Setting it up in CloudSuite Industrial

Where to find it: A/P Vouchers and Adjustments; Generate A/P Transactions

1. Open A/P Vouchers and Adjustments and choose Actions > New.
2. Pick the Vendor and set Type to Voucher.
3. Enter the voucher number, the vendor Invoice number, Invoice Date and Distribution Date.
4. Enter Purch Amt, plus Freight, Misc Charges and Sales Tax if on the invoice.
5. Save, then open Voucher Adjustment Distribution to set the account lines.

## Good to know in CloudSuite Industrial

- The Generate from EDI Invoices box is disabled if the vendor is not set up for EDI transactions.
- The public Infor docs do not describe a bulk CSV import of vouchers. Ask a partner about Mongoose utilities.
- Partners such as Visual South describe adding capture to CloudSuite Industrial.

## How to do it in CloudSuite Industrial

### How to enter a voucher with line items in CloudSuite Industrial

In CloudSuite Industrial, open a new voucher, pick the vendor, add one line per invoice row with an account and tax code, then check the total matches the invoice. Full guide: https://www.pulsify.tech/how-to/enter-a-supplier-bill-with-line-items-in-infor-cloudsuite-industrial/

## What Pulsify adds

1. Each company gets its own Pulsify forwarding address. Suppliers send invoices there, or you forward or upload them.
2. Pulsify works out what each file is (invoice, credit note, supplier statement or purchase order) and splits a PDF that holds several invoices.
3. It unwraps ZIP files and converts Word, Excel, CSV and phone photos.
4. Each invoice is read into header fields and line items for review.
5. On approval Pulsify creates the voucher in CloudSuite Industrial with the source file attached.

Pulsify connects to CloudSuite Industrial. We set up the connection for you.

What Pulsify does not do:

- Files over 25 MB are not accepted.
- Pulsify is a web app that installs to a home screen. It is not in the app stores.

## Common questions

### Does CloudSuite Industrial read invoices from email?

No native email in was found. Partners add capture.

### Can EDI invoices become vouchers?

Yes. Tick Generate from EDI Invoices in Generate A/P Transactions for vendors set up for EDI.

### Is there a CSV voucher import?

Not in the public docs read.

### Do suppliers need to change anything?

No. They keep sending PDFs by email. You give them your Pulsify address or forward invoices to it yourself.

## Sources

- https://www.visualsouth.com/blog/infor-ap-automation
- https://docs.infor.com/csi/9.00.x/en-us/useradminlist/csi_Financials_User_Guide_42982.pdf
- https://docs.infor.com/csi/9.01.x/en-us/useradminlist/csbi_9.01.x_financials_user_op_sl_en-us_50331.pdf

Source: https://www.pulsify.tech/invoice-capture-for-infor-cloudsuite-industrial/ (last checked 2026-10-19)