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Paperless Invoice Management: The Complete Guide

Going paperless isn't just about the environment — it's about having every invoice instantly searchable, HMRC-compliant, and accessible from anywhere. Here's how to do it properly.

1 April 20258 min read

Is paperless invoice storage HMRC-compliant?

Yes. HMRC fully accepts digital records under Making Tax Digital. You do not need to keep paper originals if you have digital copies. The key requirements are: the digital copy must be a true and complete record, it must be retained for the required period (6 years for VAT), and you must be able to produce it on request.

The three components of a paperless invoice system

1

Capture

All invoices arrive digitally (email PDFs) or are scanned on receipt (for paper invoices that still arrive). Physical originals can be shredded once scanned and confirmed.

2

Extract and record

AI extracts the data and creates a structured record in your accounting software. The original PDF is attached to the bill record — not just filed separately.

3

Store and retrieve

Cloud storage means invoices are accessible forever, backed up automatically, and searchable by supplier, date, amount, or invoice number.

What to do with paper invoices that still arrive

Some suppliers still post paper invoices. The cleanest approach: scan immediately on receipt using a phone scanning app (Adobe Scan, Microsoft Lens) and email the PDF to your InboxBill forwarding address. AI processes it the same as any email attachment. File the physical copy for 30 days, then shred.

Once digital records are created and verified, HMRC does not require you to keep paper originals. Digital records have been HMRC-compliant since 2019.

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