Who this is for: Freedom Solar AP reviewers turning an emailed invoice into a posted NetSuite Vendor Bill.

The whole flow: open the invoice → OCR & Create Bill in NetSuite → the app reads it → you review the coding → Create Bill in NetSuite. Done.

📚 Related guides

• Coding Bills to NetSuite Projects — how the Project field auto-codes Class & Location
• Vendor Setup (Supported Vendors) — tune how each vendor's invoices are read & coded
• Under the Hood — How AP Bill Automation Works (Technical) — the “magic” explained
• Splitting a Multi-Invoice PDF into Separate Bills — one email, several invoices? Create a bill for each

At a glance

1. Find the invoice in the Needs review or Forwarding queue.
2. Start it — click OCR & Create Bill in NetSuite on the decision.
3. Wait a few seconds while it OCRs and structures the invoice.
4. Review the extracted bill — vendor, dates, coding (Class / Location / Approver / Project), and line items.
5. Post — click Create Bill in NetSuite. You get a link straight to the bill.

Step 1 — Find the invoice

Go to Inbox. Invoices waiting on you sit in the Needs review queue. Click a row to open it.

Step 2 — Start the bill

The decision opens with the email, its attachments, and the AI's read (e.g. “invoice · 90% confidence”). If it has a PDF invoice, click the black OCR & Create Bill in NetSuite button.