Scanning Invoices and Receipts and Using Invoice/Receipt Manager

You can scan invoices and receipts and manage the data in Invoice/Receipt Manager.
Note: Invoice/Receipt Manager is available for select scanner models. Availability varies by country.
  1. Load your original invoices or receipts into the scanner. See your scanner's User's Guide for instructions.
  2. Press the  start or  scan button on the scanner. If Epson ScanSmart is set as the default application, it automatically opens on your computer and the scan job begins. The invoices or receipts feed through the scanner. When scanning is complete, you see a screen like this:


    Note: You can also click Manage Invoices/Receipts from the main Epson ScanSmart screen to open Invoice/Receipt Manager and begin scanning invoices and receipts.
  3. You can review or reorder the scanned images as follows:
    • Select Scan to scan more receipts.
    • Select Delete to delete selected scanned images.
    • Select Rotate Right to rotate scanned images.
    • Select Crop to crop the selected image.
    • Select Stitch Images to combine two selected images into one image.
    • If you scanned double-sided, select On or Off for Include back sides if you want to keep or discard the back sides of scanned images.
  4. When you are finished reviewing the scanned images, click Next. You see a screen like this:


  5. Click Manage Invoices/Receipts. You see a screen like this:


    Note: If you are using the trial version of Invoice/Receipt Manager, you must click Continue Trial each time you click Manage Invoices/Receipts.
  6. In the Edit window, review the data against the scanned image and make sure it is correct. You can also choose the following options:
    • Select Scan & Add to scan more invoices or receipts.
    • Select Delete to delete selected scanned images. Make sure the blue checkboxes are selected for the invoices or receipts you want to delete.
    • Select Combine to combine invoice or receipt data. Make sure the blue checkboxes are selected for the invoices or receipts you want to combine.
      Note: You cannot separate invoices or receipts once they are combined. You must delete and re-scan them if you need to separate them.
    • Select Duplicate to duplicate invoices or receipts. You can only duplicate one invoice or receipt at a time. Make sure the invoice or receipt you want to duplicate is selected.
    • Select Repeat OCR and select a language if the data fields were not populated.
      Note: Some fields may need to be entered manually.
  7. When you are finished reviewing the data for the first invoice or receipt, click Mark Reviewed. The next invoice or receipt appears and you can review the data. Repeat for each invoice or receipt.
    Note: Make sure the blue checkboxes are selected for the invoices or receipts you want to export or save.
  8. When you have finished reviewing data for all invoices or receipts, click Export and Save. You see a screen like this:


  9. Select an option. See the links below.
Related tasks
Changing the Scan Application
Related references
Characters are Not Recognized During Conversion to Editable Text (OCR)