Summary
Learn how to set up Gmail auto‑forwarding and create targeted filters that send supplier invoices to your Invoice Automate inbox for processing.
This article covers:
About forwarding invoices from Gmail to Invoice Automate
You can forward invoices received in Gmail to your Invoice Automate intake address, so they are processed automatically. Gmail supports forwarding all mail or specific mail that matches filters. Forwarding to any external address requires that address to be added and verified in Gmail before you can use it in a rule.
Before you start
Set up the basics in Invoice Automate so the forwarded invoices can be received and matched correctly.
Check and configure your Invoice Automate settings. Ensure your intake email address is correct for your environment and note any tenant‑specific requirements
Confirm your Gmail/Google Workspace permissions. Your Google Workspace admin may restrict external forwarding. If so, an admin will need to configure forwarding or adjust policies
Forward only supplier invoices using a Gmail filter
Filters give you more control. You can match known creditor addresses and attachments and forward only those messages. A forwarding address must be verified and selectable in the Forward it to action before you can use it in a filter.
Creating the filter directly from a sample creditor message is the quickest approach.
Open a recent invoice email from the supplier
Select More (three dots) > Choose Filter messages like these
In the filter form, confirm the From address is the supplier’s address
Add invoices@invoiceautomate to the To address
Tick Has attachment
Select Create filter
(Optional) You can tick Apply the label or Mark as read if preferred
Select Create filter to finish
View Gmail filters
To view current Gmail filters:
In Gmail, go to Settings > Select See all settings
Open Filters and blocked addresses
Select Edit to update a filter or Delete to remove it
Learn more about creating rules to filter your emails and automatically forward Gmail messages to another account.
What’s next?
Learn how to forward invoices from Outlook to Invoice Automate using Microsoft’s official guides, arranged in the best reading order for Outlook (new, classic, and web).