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Enabling Invoice Capture Address
Abstract
The Capture Address is an email address generated within NetSuite that allows vendor invoices to flow directly into the ChartedInvoice AI inbox. When invoices are forwarded or sent to this address, they are automatically queued for OCR processing and data extraction, eliminating the need for manual uploads. Enabling the Capture Address is a key step in establishing a fully automated AP intake workflow.
This article guides you through the process of enabling and copying the Capture Address in NetSuite.
Prerequisites
Before you can enable the Capture Address, the following prerequisites must be met:
Administrator Role: You must be logged in as an Administrator (or equivalent full-access role) in NetSuite to access plugin management settings.
Charted SuiteApp Installed: The Charted SuiteApp must be installed in your NetSuite account before the Capture Address plugin will be available. Refer to the SuiteApp installation guide for details on installing and configuring the bundle.
Once the Charted SuiteApp is installed and you are logged in as an Administrator, you can proceed to enable the Capture Address.
Enabling the Capture Address
Enabling the Capture Address activates an email endpoint in NetSuite that routes incoming invoices directly into the ChartedInvoice AI inbox for processing. Once enabled, any invoice sent to this address will be automatically submitted for OCR extraction, reducing manual intervention and accelerating your AP workflow.
Follow the steps below to enable and copy your Capture Address.
1
Log into NetSuite as an Administrator
You must be in the Administrator role to access plugin settings.
2
Navigate to Manage Plugins
From the NetSuite home screen, navigate to the Customization menu in the center navigation bar, then hover over Plugins and select Manage Plugins:
3
Locate the Email Capture plugin section
On the Manage Plugins page, locate the Email Capture plugin section. Within that section, look for the entry labeled Automate OCR Email Upload:
4
Enable Automate OCR Email Upload
Check the box next to Automate OCR Email Upload to enable the Capture Address:
5
Save the change
Click Save to apply the change.
6
Copy the Capture Address
Once saved, the Capture Address for Automate OCR Email Upload will be displayed. Copy this address.
Your NetSuite account may display multiple capture addresses for different plugins and functionality. Make sure you copy the address associated specifically with Automate OCR Email Upload to ensure invoices are routed correctly.
7
Confirm invoice routing
Invoices sent or forwarded to this address will now flow into the ChartedInvoice AI inbox for processing.
