Please ensure you review the email forwarding article accessible below:
Creating Auto-forwarding Rules
Setting up your email inbox to automatically forward your invoices to Invoice Automate is done within your email Outlook client itself.
Below are some useful guides on how to setup auto-forwarding rules in your email inbox to automatically send your invoices to Invoice Automate - invoices@invoiceautomate.com
For Outlook for instance, to create an inbox rule from a creditor email, right click on the email and click rules > create rule.
Select to create a the rule wen you get an email 'From', 'Subject Contains' and 'Sent to' and click 'Advanced Options' to continue.
Within the next screen under Advanced Options, select the 'which has an attachment' option:
Click 'Next' and select to 'forward it to people or public group' click on the people or public group link before continuing and enter in 'invoices@invoiceautomate.com'
In the next two screens you are also able to put on additional rules to help manage the sent emails or any exceptions. For instance it might be helpful to setup the following:
File the email to a folder called 'Sent to Invoice Automate' or Invoice Automate Invoices'.
Exceptions for certain trades or creditor emails so they are not forwarded on.
Exceptions for automatic replies
Exceptions for certain properties or subject titles from certain trades or creditors
Once done select 'Finish', you have now created a rule which stipulates when an email has been received from example email to forward it to invoices@invoiceautomate.com
You are able to view, manage and create new Outlook Rules under the Home: Move tab
If you need any assistance after reviewing these guides, please contact the Invoice Automate support team.