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Inbox Scanning

Understanding automatic scans, manual scans, and historical data retrieval.

Automatic Scans

  • Frequency: GetInvoice scans your connected accounts automatically every hour. If you want an account to be ignored, you can set it to be ignored in the account settings.
  • Processing: It checks emails that contain PDF attachments (invoices in images, in the email body or behind links are not supported yet).
  • History: Each automatic scan attempt is logged in the scan table, and differentiated from manual scans with a 🤖 icon.

Manual Scans

You also can trigger scans manually, for as a maximum of 3 months at a time. This is to avoid overloading the server.

Use the options in the "Retroactive" tab to initiate scans across multiple accounts for specific date ranges.

How to do a Manual Scan

The "Retroactive" tab allows you to scan for invoices from before you connected your accounts or for specific past periods.

Scan Inboxes

Navigate to the "Retroactive" tab and click the Find Past Invoices button below the stats component.
Choose which connected accounts you want to include in the scan. By default, none are selected.
Specify the start and end dates for the period you want to scan or use the predefined options (Today, Last Month, ...).
Start the scan process. This may take time depending on the date range and number of accounts.

Setting the Date Range

It's important to note that a date is set to 00:00, so if we set the start date to 1/1/2025 and the end date to 2/1/2025, the scan will include invoices from 01/01/2025 00:00 to 2/1/2025 00:00.

Scan History Table

This section provides a log of all scan attempts (automatic and manual).

  • Date Range: The start and end dates covered by the scan (especially relevant for retroactive scans).
  • Accounts Scanned: Lists the email addresses included in the scan.
  • Processed Invoices: The number of invoices successfully processed and extracted.
  • Status: Shows the current state of the scan (Queued, Scanning, Processing, Completed, Failed).

Filter by Scan

Filter Invoices by Scan

You can click on a scan entry to filter the invoices found on that specific scan.

Invoice Stats

Associated with the Scan History, you will see a summary panel showing:

  • Total Invoices Found (across all time)
  • Available Credits
  • Time Since Last Scan
  • Time Until Next Scheduled Scan

Invoices

Viewing, managing, and interacting with your extracted invoices.

Overview

Using the GetInvoice Chrome Extension to fetch invoices from web portals.

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