Include the body text of an email as an appendix to an invoice

To include the body text of an email in the output as an appendix to an invoice:

Using the Kofax ReadSoft Invoices Manager or Interpret module, open or create the job that you configured to process emailed invoices using ReadSoft Collector.

In the Interpret > Source settings of the dialog that is displayed, select Data source extension as the invoice source.
Select ReadSoft Collector in the drop-down list.
Click Configure.

1. Click the Email settings tab, and select Save email body text as an invoice appendix.
   Note when this setting is selected, you can also use the body text as the invoice if there are no attachments by clicking Use body text as invoice when there are no attachments under How to handle empty emails.

2. Specify the paper size of the PDF that is generated for the body text if you require something other than the default A4.

3. Specify the font size for the text in the PDFs generated.

4. Click OK.

Note:

• Only the text part of the email body is imported. The layout and any embedded images are not included. ReadSoft Collector creates a PDF file of the body content including a header that resembles Outlook memo style when an email is printed. The header contains information about who sent it, to whom it was sent, when it was sent, the subject of the email, and the name of any email attachments.

Related topics

Using the body text of an email as the invoice when there are no attachments

Treat each email attachment as a separate invoice