Thursday, September 19, 2024

How to Upload Receipts Using Receipt AI by SMS, Email, Web or WhatsApp

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Upload receipts by SMS, email, website, or WhatsApp.

Receipt AI extracts the receipt details and helps organize them for QuickBooks Online, Xero, or simply bookkeeping.

Use SMS or WhatsApp for receipt photos. Use email for email receipts and PDFs. Use website upload when you have several files.


How to upload:

1. SMS: Text a receipt using SMS.

2. Email: Forward a receipt using email.

3. Website: Click Upload to drag and drop receipts on the website.

4. WhatsApp: Send a receipt using WhatsApp.

Sign in to find your SMS number, WhatsApp number, and upload email.


Add a memo:

1. SMS: Add a memo with the receipt photo before texting.

2. Email: Use the subject line to write your memo.

3. Website: Go to Receipts, select a receipt, and click Add memo.

4. WhatsApp: Add a memo with the receipt photo before sending.


1. SMS (US, Canada, and Australia only)

1. Prepare the receipt: Place the receipt on a flat surface with good lighting, make sure it is fully visible, hold your phone steady, and take a clear photo.

2. Send the photo: Text the photo to your Receipt AI upload number.

Receipt AI SMS upload screenshot showing a receipt photo and memo being sent by text message. Receipt AI text message upload screenshot showing a receipt photo and memo sent to Receipt AI.

Adding a memo like "Lunch with Jason about the Q3 project" in your text message can help you remember the expense later.

Note:
- SMS upload is only available for US, Canadian, and Australian phone numbers.
- Send one image at a time.
- Each image must contain only one receipt.
- Supported image formats: JPEG, PNG, WEBP, HEIC, and HEIF.
- Use email or website upload for PDF files.

Adding a memo via SMS

Include the memo in the text message with the receipt photo before sending.

What the receipt looks like in Receipt AI after upload:

Receipt AI receipt detail screenshot showing an uploaded receipt with vendor, date, total, receipt image, and memo.

Receipt AI helps businesses upload receipts by SMS, email, website, or WhatsApp, then extract and organize the details for QuickBooks, Xero, and bookkeeping.


2. Email

1. Forward the email: Forward your email receipt to your designated Receipt AI upload email.

- With attachments: Receipt AI will prioritize and capture the attachments.

- Without attachments: Receipt AI can capture the email content as the receipt record.

Note:
- You can send up to 3 attachments per email.
- If an attachment is larger than 10MB, send it in a separate email.

Adding a memo via Email

Use the subject line of the email as the memo when forwarding the receipt.

Receipt AI email upload screenshot showing an email receipt with a memo in the subject line and an attached receipt photo.

Pro Tip: You can also take a screenshot of an email receipt and upload it via SMS or WhatsApp. SMS, email, website upload, and WhatsApp are interchangeable, so you can use whichever method is easiest at the moment.


3. Website Upload

1. Click ( Upload):
2. Drag and drop: Drag and drop your receipt photos or files into the upload area on the website.
- Up to 10 receipt files per upload session.
- Refresh the page to upload more receipts.

Adding a memo via the Website

Use the "Edit Receipt" feature to add a memo. This option is also available if you forgot to include a memo when uploading via SMS, email, or WhatsApp.

Receipt AI website upload screenshot showing a drag-and-drop receipt upload area with supported file formats.

Receipt AI supports 39 languages.
Supported file formats are JPEG, PNG, PDF, TIFF, WEBP, HEIC, or HEIF.


4. WhatsApp

1. Take a photo: Put the receipt on a flat surface. Use good light. Make sure the full receipt is visible.

2. Send the photo: Send it to your Receipt AI WhatsApp number.

Receipt AI WhatsApp upload screenshot showing a receipt photo selected before sending. Receipt AI WhatsApp upload screenshot showing a receipt photo and memo sent to Receipt AI.

Note:
- WhatsApp upload works worldwide.
- Send one image at a time.
- Each image must contain only one receipt.
- Supported image formats: JPEG, PNG, WEBP, HEIC, and HEIF.
- Use email or website upload for PDF files.

Adding a memo via WhatsApp

Add a memo with the receipt photo before sending.

By following the steps above, you can upload and manage receipts through Receipt AI without typing receipt details manually.


Supported file formats

JPEG, PNG, PDF, TIFF, WEBP, HEIC, or HEIF.
Note: PDF files can be uploaded via email and website upload. SMS and WhatsApp uploads do not support PDF files.

Supports 39 languages

Visit the article "What Languages does Receipt AI Support for Receipt Extraction?" to learn more about this feature.


Ready to upload your first receipt?

Sign in to Receipt AI, choose SMS, email, website upload, or WhatsApp, and send your first receipt. Receipt AI will extract the details and help keep the record organized for your accounting workflow.

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Start uploading Receipts using SMS.

Save 97% of your time with efficient receipt processing

Works with Xero and QuickBooks

Perfect for businesses, big and small

No extra app downloads. Works with tools you already have (SMS, Email and WhatsApp)

A working professional traveling at a client site smiles as he takes a photo of a receipt with his smartphone. He plans to upload the receipt using SMS and Receipt AI, which is integrated with Xero or QuickBooks, while sitting in a cozy café environment. Indicating the ease of using the app.
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Made in the USA. Receipt AI is proudly made in the USA. We support SMS upload with phone numbers from the US, Canada, and Australia, plus email, website, and WhatsApp options.

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