Instead of downloading files and uploading them manually, you can email invoices directly into your Board — where they’re processed and ready to review.

This article explains how Email to Board works and how to use it effectively.

What is Email to Board?

Email to Board allows you to send invoice attachments directly into Capsure using a unique email address.

When an invoice is emailed:

• The attachment is processed

• Key details are extracted

• The invoice appears on your Board in Ready to Review

It works the same way as uploading — just faster.

Your Capsure email address

Every Capsure account has a unique email address.

You can access yours at any time by clicking Email to board in the top-right corner of the app.

We recommend:

• Saving it in your email contacts

• Giving it a recognisable name (e.g. Capsure invoices)

This makes it easy to use whenever an invoice arrives.

Forwarding an invoice from your personal inbox

The simplest way to use Email to Board is to forward an invoice you’ve already received.

To do this:

1. Open an invoice or receipt in your email inbox

2. Forward the email with the attachment to your Capsure email address

3. Wait a few seconds

The invoice will appear on your Board in Ready to Review.

Emailing a photo of a receipt or invoice

You can also email photos or screenshots to your Capsure address.

This is useful when:

• You’ve taken a photo on your phone

• A provider sends you a receipt by message

• You don’t have a PDF

As long as the file is attached to the email, Capsure can process it.

Having providers email invoices directly

Once you’re comfortable with Email to Board, you can skip forwarding altogether.

Instead, you can ask providers to email invoices directly to your Capsure email address.

We recommend:

• Asking providers to CC your Capsure email address

• Continuing to receive invoices in your personal email as well

This keeps you in the loop while letting Capsure collect invoices automatically.

Using the provider email template

Capsure includes a ready-to-use email template you can send to providers.

The template explains:

• Why you’re using Capsure

• Which email address to send invoices to

• What the provider needs to do

To copy the template, click Email to board, and open up the section Share your Capsure email address with a provider. You can copy the template and send it as-is, or edit it if needed.

Good to know

A few things to keep in mind when using Email to Board:

• Only attachments are processed

• The email body itself is not stored or displayed

• Attach one invoice or receipt per email

• Email to Board does not work like a regular inbox — it’s an intake tool

If something doesn’t look right after an email is processed, you can always edit the invoice details manually.

When to use Email to Board vs Upload

Both methods achieve the same result — an invoice on your Board.

• Upload is great for one-off files or getting started

• Email to Board is ideal for ongoing use and automation

Most users end up using Email to Board as their primary method once it’s set up.

That’s Email to Board!

If you understand:

• Where to find your Capsure email address

• How to forward or send attachments

• What happens after an email is sent

…then you understand Email to Board 📧

From here, invoices can flow into Capsure with very little effort.