WEBVTT

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Incoming invoice files often have cryptic names like
scan 4711 or invoice final version 2. In this tutorial,
Automatic X-Invoice Processor automatically renames
each e-invoice based on its actual invoice data - for
example, date, invoice issuer, and invoice number.

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We create a new profile and give it a name.

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This time, we process ZUGFeRD invoices - PDF files with
embedded invoice data. So under Mode, we select Process
PDF file.

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Under Monitored folders, our inbox folder is already
set up - this is where the invoices arrive.

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A typical ZUGFeRD invoice is stored as an example
invoice - we will use it to check the naming scheme in
a moment.

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Now we add the task: clicking Add shows all available
tasks - we choose Rename PDF file.

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The task appears in the task list; on the right, we now
define the naming scheme.

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We build the naming scheme in the File name field from
placeholders - conveniently via Insert placeholder, as
always. First, under Invoice details, Invoice date, we
choose Complete.

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After that, we add the issuer's name - under Invoice
issuer, Company.

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And finally, the invoice number from the invoice
details.

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The preview shows the final file name based on our
example invoice: date, company, and invoice number -
instead of a cryptic scan name. Invalid file name
characters are removed automatically.

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If two invoices ever produce the same name, the program
appends a number by default - so nothing gets
overwritten.

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We left the Directory field empty - the file stays in
its source folder. If you enter an archive folder
there, the task also handles filing. After saving,
Automatic X-Invoice Processor renames all incoming
invoices fully automatically. You can find more
information on our website.