With Pemo's Invoice Management feature, you can track and process vendor invoices. This guide covers uploading, reviewing, approving, flagging invoices as paid, and exporting them.
Invoices are paid outside Pemo and then flagged as paid in Pemo. Companies with Bill Pay active see Bills instead of Invoices, and a bill can either be paid with Pemo or marked as paid outside Pemo. A company never sees both Invoices and Bills.
To open your invoices, select Invoices in the left sidebar.
Uploading invoices
Direct upload: Upload invoices directly to the Pemo platform.
Email upload: Forward an invoice as an attachment to your personalised Pemo upload email. Pemo processes it automatically and populates the key information.
Automatic invoice capture
Pemo's AI scans and extracts:
Due date
Invoice number
Invoice date
Currency
Vendor name
Amount
Extracted information is highlighted in blue for easy reference. A blue line marks the section of the invoice where Pemo sourced each detail.
Pemo power tip: Review the extracted data and adjust details manually if needed.
Reviewing and approving invoices
Select Invoices in the left sidebar, then select the invoice you want to review.
Check the key information, such as the vendor, invoice number, due date and amount, against the supporting documents. Update anything that is missing or incorrect before you continue.
To leave a note, ask a question or request more information, open the Comments tab. Comments are visible to all relevant team members.
Approve the invoice, or reject it and leave the reason in the Comments tab.
Every action on an invoice is logged in the audit trail, so you can see who reviewed, approved or edited it at each stage.
The dashboard shows each invoice's creation date, due date, vendor, amount and status: Pending, Approved, Unpaid, Paid or Rejected.
Marking and exporting invoices
Once the invoice has been paid outside Pemo, select Invoices in the left sidebar, open the invoice and select Mark as paid for instant record-keeping. To reverse the flag, select Unmark as paid.
For accounting purposes, you can export invoices manually. Once exported, invoices are securely locked to maintain compliance and record integrity.
Pemo power tip: You can upload invoices and mark them as Paid on the go using the mobile app.