The steps at a glance
- Save the attachment
In Mail, touch and hold the PDF attachment, choose Save to Files, and select a familiar folder.
- Check the saved file
Open the document in Files and confirm that it contains the complete, readable bill.
- Import one copy
Select the file through BillTuck or share a supported individual document from the originating app.
- Review the record
Open BillTuck, check the extracted fields against the original, and complete any missing information.
Find the attachment with the complete bill
Open the message from the supplier and look for the attached invoice. The message may also include a payment confirmation, a logo image, or an account link. Choose the document that contains the bill details you want to retain. Open it first and check that the pages are legible and belong to the expected provider.
If the email only contains a link to a supplier portal, download the bill from that portal first. Sharing a web address does not provide BillTuck with the original PDF. Keep multi-page bills together so the provider details and final total remain available in the same document.
Save the PDF to a folder in Files
In Apple Mail, touch and hold the attachment, choose Save to Files, and select your destination. A folder called Bills to review makes it easier to find recent downloads. Apple documents the attachment workflow in its Mail attachment guide. Other email apps may present their save and share actions differently.
After saving, open Files and preview the document. That check helps catch an attachment that has not finished downloading or a file that is different from the one you expected. You can keep the supplier's filename or choose something recognizable for your own source folder.
Import the document into BillTuck
Open BillTuck and use its Files import action to select the saved PDF. The app also accepts JPEG and PNG bill images. For the share route, open the supported document's share sheet and choose BillTuck when available. The Share Extension accepts one supported document at a time, up to 20 MB.
Wait for the capture confirmation before leaving the share flow. Capturing saves the document; extraction continues when you open the main app. If you have several bills bundled together, use the separate ZIP import workflow from BillTuck's Files picker.
Check what was read from the PDF
BillTuck's automatic extraction sends the document through AIProxy to OpenAI to read its bill details. You can inspect the saved original and review the result. Check the provider, invoice date, amount, and currency, particularly when the page also shows a due date, previous balance, or several subtotals.
A saved import can wait for review without appearing in your expense totals. Open Review & Complete to enter missing information or correct a value. If processing was interrupted, return to the app and check the import status before sending the same attachment again. Reimporting the same file can create a duplicate review.
Confirm the bill is easy to find later
Once the record is complete, open its month and provider in BillTuck. Use View Original to confirm that the retained document is the PDF you intended to save. An August invoice received in September belongs to August when its invoice date is in August, so check that month if the record seems missing.
Keep using one import route for each bill. You might save every attachment to Files first, or use sharing for individual documents and Files for batches. The useful habit is to confirm a capture once, then finish its review before creating the month's PDF summary.
More questions
Can I import an email that only contains an invoice link?
Download the actual PDF or supported image from the supplier first. BillTuck imports document files; a link to an account page does not contain the original bill.
Why is a bill saved from Mail still waiting in Imports?
Saving the original and completing its expense details are separate steps. Open BillTuck so processing can resume, then review the import if information is missing or a possible duplicate needs a decision.
