Finance | Project Operations, Human Resources, ...

Automatically upload files in invoice capture using power automate

(2) Share

Report

Posted on by D365FO Avatar

634

Hi Folk,

Can someone please let me know how to automatically upload files in the 'Received Files' section for invoices in Invoice Capture, without manually adding them, using a Power Automate flow under Manage Channels?

Thanks

Categories:

Dynamics 365 Finance

Dynamics 365 Project Operations

Dynamics 365 Intelligent Order Management

Microsoft Dynamics AX

Dynamics 365 Project Service Automation

All responses (3)

Answers (0)

Suggested answer

Saif Ali Sabri 2,107 Super User 2025 Season 1 on at

Like (0)

Report
Automatically upload files in invoice capture using power automate

Here's a solution for your second requirement:

✅ Objective:
Break a multi-page invoice PDF into individual pages using Power Automate, and:

Extract the first page → Used for Invoice Capture processing.

Attach the remaining pages → As supporting attachments to the Pending Invoice in Invoice Capture.

🔧 Prerequisites:

Invoice Capture is active with Power Automate channel configured.

Access to a PDF manipulation connector/service (since Power Automate alone doesn’t split PDFs natively).

Recommended: Encodian, Plumsail, or Adobe PDF Services connector.

🧩 Step-by-Step Solution:

Step 1: Trigger Flow (e.g., SharePoint/Email)
Trigger: When a file is created in a SharePoint folder or received via email

Step 2: Split the PDF
Use Encodian – Split PDF action (or your preferred PDF utility):

Action: Encodian – Split PDF

Input: PDF content (from the trigger)

Output: Array of individual pages (page 1, page 2, page 3, etc.)

Free connectors don’t support this; Encodian has a free tier for testing.

Step 3: Upload First Page to Invoice Capture
Use an HTTP POST (similar to your previous flow) to send Page 1 as the main invoice:
Example payload:
json
CopyEdit
{
"fileName": "Invoice_Main_Page.pdf",
"fileContent": "<Base64 of Page 1>",
"vendorNumber": "123456",
"documentType": "Invoice"
}
This sends Page 1 to the 'Received Files' section for processing.

Step 4: Upload Remaining Pages as Attachments
Loop through the remaining pages (Page 2 to end) and attach to the corresponding Pending Invoice record.
Here’s how:
Option A – Attach via Power Automate and Invoice Capture API

After the invoice is processed, identify the pending invoice ID (you may need to query Invoice Capture or wait for completion).

Use the Invoice Capture/Finance & Operations API to upload the attachment to that record.

This requires correlating the invoice (e.g., using vendor number + invoice number) and calling a D365 F&O endpoint like:
bash
CopyEdit
POST /data/Attachments
with attachment metadata and content.
Option B – Use Invoice Capture “Supporting Document” Field (during Upload)
Alternatively, if you can send supporting documents during the first upload (supported in some implementations), include extra pages in the payload.
Some implementations allow a payload like:
json
CopyEdit
{
"mainDocument": "<Base64 Page 1>",
"attachments": [
{ "fileName": "Page2.pdf", "fileContent": "<Base64>" },
{ "fileName": "Page3.pdf", "fileContent": "<Base64>" }
],
...
}
You'll need to confirm if your Invoice Capture channel supports multi-part uploads like this.

🔁 Summary of Flow Structure:

Trigger (e.g., SharePoint → PDF)

Split PDF into pages

Upload Page 1 to Invoice Capture for processing

Upload Pages 2+ as attachments to the pending invoice

📌 Notes:

Be sure to store a correlation ID (vendor, invoice number) to link the attachments correctly.

Monitor the Invoice Capture processing status if waiting for invoice record creation before attaching.
D365FO Avatar 634 on at

Like (1)

Report

Automatically upload files in invoice capture using power automate

Hi @Saif Ali Sabri Thank you for the response will try it

Could you please also let me know how can i break multiple pages pdf of invoice through power automate and attach those pages in pending invoices attachment automatically through invoice capture , the data of invoice is present in the first page only all other page should be used only for attachment in pending invoices.
Suggested answer

Saif Ali Sabri 2,107 Super User 2025 Season 1 on at

Like (1)

Report
Automatically upload files in invoice capture using power automate

To automatically upload files to the 'Received Files' section in Invoice Capture using Power Automate, follow this step-by-step solution. This allows you to automate the ingestion of invoice documents without manual intervention.

✅ Goal:
Use Power Automate to push documents into Microsoft Dynamics 365 Invoice Capture via the Manage Channels feature.

🔧 Prerequisites:

You must have Invoice Capture configured and active in your environment.

A channel created under Manage Channels in Invoice Capture (e.g., Email, SharePoint, or Power Automate channel).

Appropriate permissions to configure Power Automate and Invoice Capture.

🧩 Solution Steps: Upload Files Automatically to "Received Files"

Step 1: Set Up a Power Automate Channel in Invoice Capture

Go to Invoice Capture > Manage Channels.

Select + New Channel.

Choose Power Automate as the channel type.

Provide a name (e.g., “AP Invoices Upload”).

Save the channel. The system will provide a Power Automate flow template URL or schema (usually a webhook endpoint and payload structure).

Step 2: Create a Power Automate Flow

Go to Power Automate.

Create a new automated cloud flow (triggered by SharePoint, OneDrive, Outlook, etc.).

Example trigger: When a file is created in a SharePoint folder.

Step 3: Add HTTP Action to Upload to Invoice Capture

Add an HTTP action in your flow:

Method: POST

URL: Use the endpoint provided in your Power Automate channel in Invoice Capture.

Headers:

Content-Type: application/json

Ocp-Apim-Subscription-Key: (if required for authentication)

Body (Example Payload):

json

{

"fileName": "@{triggerOutputs()?['headers']['x-ms-file-last-modified']}",

"fileContent": "@{base64(triggerOutputs()?['body']['$content'])}",

"vendorNumber": "123456", // Optional metadata

"documentType": "Invoice"

}

Ensure fileContent is base64-encoded.

You may need to use ‘Get file content’ from SharePoint before encoding and sending it.

Step 4: Test the Flow

Drop a file into the trigger location (e.g., SharePoint folder).

The flow should POST it to the Invoice Capture endpoint.

Go to Invoice Capture > Received Files, and confirm that the file appears.

📌 Notes:

You can add dynamic fields like vendor name, invoice number, etc., in the payload.

Ensure your document follows the required format (PDF, TIFF, etc.).

You may handle retries or logging in case of errors.

Community site session details

Automatically upload files in invoice capture using power automate

✅ Goal:

🔧 Prerequisites:

🧩 Solution Steps: Upload Files Automatically to "Received Files"

Step 1: Set Up a Power Automate Channel in Invoice Capture

Step 2: Create a Power Automate Flow

Step 3: Add HTTP Action to Upload to Invoice Capture

Step 4: Test the Flow

📌 Notes:

Helpful resources

News and Announcements

Quick Links

Announcing the Engage with the Community forum!

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Adis Hodzic – Community Spotlight

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

Featured topics

Product updates

Community site session details

Automatically upload files in invoice capture using power automate

✅ Goal:

🔧 Prerequisites:

🧩 Solution Steps: Upload Files Automatically to "Received Files"

Step 1: Set Up a Power Automate Channel in Invoice Capture

Step 2: Create a Power Automate Flow

Step 3: Add HTTP Action to Upload to Invoice Capture

Step 4: Test the Flow

📌 Notes:

Helpful resources

News and Announcements

Quick Links

Announcing the Engage with the Community forum!

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Adis Hodzic – Community Spotlight

Subscribe to this forum!

Select categories

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

Featured topics

Product updates