How do you forward invoices in by email?
By Tim White · How-to · Last updated
Every InvoiceJet account has a private forwarding address. Forward invoice emails to it, or set an inbox rule that forwards them automatically, and each attachment is extracted into its own record. You can add a client tag to the address, such as bills-xxxx+acme@in.invoicejet.ai, to file invoices by client as they arrive.
1. Find your address
Your forwarding address is in Settings and looks like bills-xxxx@in.invoicejet.ai. It's unique to your account, so anything sent there lands in your workspace only.
2. Forward an invoice
Forward any invoice email to the address. Attached PDF, JPEG, PNG, HEIC and HTML files up to 15 MB are picked up. A PDF holding several invoices is split into one record each. If the email has no attachment and the invoice is in the message body, the body itself is read as the invoice.
3. Add a client tag if you need one
Put a tag after a plus sign: bills-xxxx+harbor@in.invoicejet.ai files the invoice under 'harbor'. Bookkeepers can give each client their own version of the address, and you can filter or export by that tag later.
4. Set auto-forward rules for regular vendors
In Gmail, create a filter (from the vendor, has attachment) and choose 'Forward to'. Gmail asks you to confirm the forwarding address first. In Outlook, use Rules, then 'Forward to'.
Keep the filter tight. A rule for 'every email from this vendor' also forwards their statements and newsletters. Filtering on 'invoice' in the subject, or on messages with a PDF attached, keeps the workspace clean.
Common questions
Can vendors send invoices straight to the address?
Yes. Anyone you share it with can email invoices to it, and they're extracted the same way.
What happens if I go over my monthly limit?
Invoices past your limit are held until you upgrade or your quota resets on the 1st.
Does forwarding work for scans and photos?
Yes. A scanned PDF or a phone photo is read through OCR and extracted like any other invoice.
Sources
Keep reading
- How do you organize invoices for a small business?
- How do you extract data from invoices automatically?
- How do you approve invoices without giving everyone a login?
- How do you export invoice data to CSV?
- How do you stop paying the same invoice twice?
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- InvoiceJet pricing
Try it on your own invoices
10 invoices a month free, no card. Every field comes back with a confidence level and the text it was read from.