Email bills to your Cybooks organisation

Cybooks allows you to automatically generate a draft bill by emailing your bill directly to your organisation's unique Cybooks email address. You can send bills in most common document and image formats.

This feature offers a simplified introduction to automated data capture - perfect if you're new to this kind of tool. Once you're familiar with it, you can explore more advanced options offered by Cybooks or integrated tools.

To use it, just email the bill as an attachment to your organisation’s unique Cybooks email address. Make sure the bill is attached as a file - bills embedded in the email body, such as HTML content or inline e-invoices, won’t be processed.

Cybooks will read the attached file and automatically create a draft bill, attaching the original document for reference.

By default, draft bills are created in your organisation’s base currency. If a bill needs to be recorded in a different currency, you’ll need to manually change it—multicurrency support must be enabled in your pricing plan.

If Cybooks can extract the bill details successfully, it will automatically fill in fields like Contact, Date, Total, Due Date, and Reference. Fields filled by the system will be marked with a lightning bolt icon for easy identification.

You can also email multiple bills (up to 10) in one message. If Cybooks can process them correctly, it will create separate draft bills for each attachment.

Note that draft bills are set to Tax Inclusive by default, overriding any pre-set tax settings at the organisation or contact level. Once an Account Code and Tax Rate are assigned, the tax amounts will be calculated accordingly.

Cybooks accepts most standard document and image file types, except for executable, audio, or video files. The total size limit per email is 25MB. Accepted formats include: