> ## Documentation Index
> Fetch the complete documentation index at: https://support.pexcard.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Email bills to PEX
> You can email invoices and bills directly to PEX for automatic processing. PEX uses AI to extract vendor details, amounts, and due dates from your emailed documents, then converts them into bill payment requests.
You can email invoices and bills directly to PEX for automatic processing. PEX uses AI to extract vendor details, amounts, and due dates from your emailed documents, then converts them into bill payment requests. Use the Bill Inbox tab to manage incoming bills, and the Review tab to approve or reject them.
## Prerequisites
Before you can email bills to PEX, ensure the following are enabled for your business:
* "Bill pay" setting
* Go to **Business settings** > **Profile** > click **Edit** > select **Enable** for Bill Pay > click **Update**.
* Contact [adminsupport@pexcard.com](mailto:adminsupport@pexcard.com) if you don't see the Bill Pay section.
* **You must be an Admin.** The Bill Inbox is only accessible to users with the Admin role.
## How it works
1. **Email your bill** — Forward or send an invoice/bill to your unique PEX billing email address (shown at the top of the Bill Inbox page).
2. **AI extraction** — PEX automatically extracts key details: vendor name, amount, bill date, due date, and invoice number.
3. **Review in Inbox** — The bill appears in the **Inbox** tab with status indicators showing if it is ready for review or needs attention.
4. **Edit & submit** — Open the bill, verify or correct extracted data, assign a vendor, add tags, and submit.
5. **Approve or reject** — Submitted bills move to the **Review** tab where they can be approved or rejected.
6. **History** — Approved and rejected bills appear in the **History** tab for reference.
7. **Payment** — To process payment for approved bills, go to the **Payments** menu in the sidebar.
## Email a bill
Send your invoice or bill to your dedicated PEX billing email address. You can find this email at the top of the Bill Inbox page.
* Click the **copy icon** next to the email address to copy it to your clipboard.
* Attach your invoice as an image (JPEG, PNG) or PDF. Multi-page PDFs are supported.
* You can send multiple invoices in a single email—each attachment is processed separately.
* You can also set up email forwarding rules in your email client to automatically forward vendor invoices to PEX. Contact [adminsupport@pexcard.com](mailto:adminsupport@pexcard.com) for help with this.
## Inbox tab
The **Inbox** tab displays all incoming emailed bills that are pending or need review. Each row shows:
* **Vendor** — The extracted vendor name and icon (or "Not extracted" if unavailable).
* **Received date** — When the email was received.
* **Source** — The sender's email address.
* **Due date** — Extracted due date (or "Not extracted").
* **Status** — One of the following:
* **Ready for review** (green) — All required fields extracted successfully.
* **Needs tags** (yellow) — Required tags are missing.
* **Missing vendor / Vendor not matched / Missing amount / Missing bill date** (red) — One or more required fields need attention.
* **Duplicate** (yellow) — PEX detected this may be a duplicate of an existing bill.
* **Amount** — Extracted dollar amount.
You can filter by **Received date** and **Due date**, sort columns, and paginate results. Select multiple items and use the **Actions** dropdown to delete them in bulk.
## Review & edit a bill
Click any row in the Inbox to open the bill editor. The page shows:
* **Document preview** — A preview of the attached bill. Double-click to expand or collapse the viewer.
* **Action items alert** — A list of items that need your attention (e.g., "Select a vendor", "Enter an amount").
Fill in or confirm the following fields:
* **Vendor** (required) — Select from your vendor list. If the vendor doesn't exist, click **Create vendor** to add a new one with prefilled data from the bill.
* **Amount** (required) — Dollar amount of the bill.
* **Bill date** (required) — The bill date.
* **Due date** (optional) — Payment due date.
* **Invoice No.** (optional) — Reference number from the invoice.
* **Tags** — If your business has required tags configured, fill them in. You can also split tag allocations if allocation tags are enabled.
* **Note** (optional) — Add a note for context.
Click **Next** to submit the bill for approval. The bill is created as a payment request and moves to the Review tab.
## Review tab
The **Review** tab lists all bills pending approval. You can:
* Click a bill to view its full details in a side panel.
* Filter by **Vendor**, **Created date**, **Due date**, **Amount**, and **Review assignment** (e.g., "Pending my review").
* Select one or more bills, then use **Actions** to **Approve** or **Reject** in bulk.
* When rejecting, a reason is required.
## History tab
The **History** tab shows all approved and rejected bills for reference. You can:
* Filter by **Vendor**, **Created date**, **Due date**, and **Amount**.
* Click any bill to view its details.
## FAQ
It is displayed at the top of the Bill Inbox page. Click the copy icon next to it to copy the address to your clipboard.
Yes. You can set up forwarding rules in your email client to automatically send vendor invoices to your PEX billing email. Contact [adminsupport@pexcard.com](mailto:adminsupport@pexcard.com) for assistance.
PEX accepts images (JPEG, PNG) and PDF files, including multi-page PDFs. You can attach multiple files to a single email.
The bill will still appear in your Inbox with a red status label indicating the missing fields (e.g., "Missing vendor", "Missing amount"). You can manually fill in the details using the bill editor.
PEX compares incoming bills against existing inbox items and payment records. If a potential duplicate is found, it is flagged with a yellow "Duplicate" label in the Inbox. Hover over the label for details about the original item.
In the bill editor, you'll see a "Vendor not found" message with a **Create vendor** link. Click it to add a new vendor—PEX will prefill the form with extracted data (name, address, contact info, bank details) from the invoice.
Yes. In the Review tab, select the bills you want to process using the checkboxes, then use the **Actions** menu to approve or reject them in bulk. A reason is required when rejecting.
Only Admin users can access the Bill Inbox.
Yes. If your business has tags configured, you can assign them in the bill editor before submitting. Required tags must be filled in. Allocation tag splitting is also supported if enabled.