=============================================================
Invoice digitization with optical character recognition (OCR)
=============================================================

**Invoice digitization** is the process of automatically encoding traditional paper invoices into
vendor bills and customer invoices forms in your accounting.

Odoo uses :abbr:`OCR (optical character recognition)` and artificial intelligence technologies to
recognize the content of the documents. Vendor bills and customer invoices forms are automatically
created and populated based on the scanned invoices.

.. seealso::
   - `Test Odoo's invoice digitization <https://www.odoo.com/app/invoice-automation>`_
   - :doc:`/applications/general/in_app_purchase`.
   - `Odoo Tutorials: Invoice Digitization with OCR
     <https://www.odoo.com/slides/slide/digitize-bills-with-ocr-1712>`_.

.. note::
   - The more documents you scan, the better the system identifies the correct data.

Configuration
=============

In :menuselection:`Accounting --> Configuration --> Settings --> Digitalization`, check the box
:guilabel:`Document Digitalization` and choose whether :guilabel:`Vendor Bills` and
:guilabel:`Customer Invoices` should be processed automatically or manually.

The :guilabel:`Single Invoice Line Per Tax` option can also be selected. It enables to get only one
line created per tax in the new bill, regardless of the number of lines from the invoice.

Invoice upload
==============

Upload invoices manually
------------------------

From the :guilabel:`Accounting Dashboard`, click on the :guilabel:`Upload` button of your vendor
bills journal.
Alternatively, go to :menuselection:`Accounting --> Customers --> Invoices` or
:menuselection:`Accounting --> Vendors --> Bills` and select :guilabel:`Upload`.

Upload invoices using an email alias
------------------------------------

You can configure your connected scanner to send scanned documents to an email alias. Emails sent to
these aliases are converted into new draft customer invoices or vendor bills.

You can modify the email alias of a journal by going to :menuselection:`Accounting --> Configuration
--> Journals`, opening the appropriate journal, opening the :guilabel:`Advanced Settings` tab, and
modifying the :guilabel:`Email Alias` field.

If you use the :doc:`Documents <../../../documents>` app, you can send your scanned invoices to the
:guilabel:`Finance` workspace (e.g., `inbox-financial@example.odoo.com`).

Invoice digitization
====================

According to your settings, the document is either processed automatically, or you need to click on
:guilabel:`Send for digitalization` to do it manually.

Once the data is extracted from the PDF, you can correct it if necessary by clicking on the
respective tags (available in Edit mode) and selecting the proper information instead.

Pricing
=======

| The **invoice digitization** is an In-App Purchase (IAP) service that requires prepaid credits to
  work. Digitizing one document consumes one credit.
| To buy credits, go to :menuselection:`Accounting --> Configuration --> Settings --> Digitization`
  and click on :guilabel:`Buy credits`, or go to :menuselection:`Settings --> Odoo IAP` and click on
  :guilabel:`View My Services`.

.. important::
   - If you are on Odoo Online and have the Enterprise version, you benefit from free trial credits
     to test the feature.

.. seealso::
   - `Our Privacy Policy <https://iap.odoo.com/privacy#header_6>`_.