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How to Set Up Email Forwarding in Gmail and Connect It to InvoiceRelay: A Complete Step‑by‑Step Guide

Want to streamline your invoice processing so that incoming Gmail messages automatically land in InvoiceRelay? This tutorial walks you through the entire Gmail forwarding setup—from the first click to the final confirmation.


 

Full Guide: Forwarding Gmail Emails to InvoiceRelay


1. Why Forward Emails to InvoiceRelay?


  • Invoice automation – attached PDFs are processed and stored instantly.

  • Time savings – no more manual downloading and uploading.

  • Single repository – keep all accounting communication in one place.


2. Sign In to Gmail


  1. Go to gmail.com and log in with the account you want to forward from.

  2. Click the gear icon in the top‑right ► See all settings.


3. Add a Forwarding Address


  1. Open the Forwarding and POP/IMAP tab.

  2. Click Add a forwarding address.

  3. Enter your unique InvoiceRelay intake address, e.g., mycompany@invoicerelay.io.

  4. Confirm with Next and then Proceed.


4. Verify the Address


  1. Gmail sends a verification code to the intake address.

  2. Copy that code from InvoiceRelay and paste it into the Gmail window.

  3. Click Verify.


5. Activate Forwarding


  1. Still in Forwarding and POP/IMAP, select Forward a copy of incoming mail to.

  2. Choose whether Gmail should Archive, Delete, or Keep a copy.

  3. Click Save Changes at the bottom.


6. Recommended Filters for Clean Accounting


  • Invoices and purchase orders: create a filter with “invoice OR faktura OR purchase order”.

  • PDF attachments: add the condition “has:attachment filename:pdf”.

  • Check Also apply filter to matching conversations and tick Forward.


7. Confirm Processing in InvoiceRelay


  • Log in to InvoiceRelay and verify that your latest test email appears in the dashboard.

  • If a file didn’t import:

    • Make sure the PDF isn’t password‑protected.

    • Confirm the filter covers the sender and subject.

    • Check that forwarding is enabled (it’s easy to forget to save changes).


Question

Quick Answer

Is forwarding secure?

Transfer between Gmail and InvoiceRelay is encrypted via HTTPS.

Can I forward from multiple addresses?

Yes. Each InvoiceRelay account supports multiple aliases.

What if I’m on Google Workspace (G‑Suite)?

The steps are identical; you may need admin rights if domain policies restrict forwarding.


Summary


By setting up automatic forwarding in Gmail, you turn InvoiceRelay into a central hub for receiving and processing invoices. The whole process takes only a few minutes and saves hours of tedious admin every month.

 
 
 

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