Settings → Organisation → Incoming emails / Outgoing invoices
Open the organisation settings for Incoming emails.
Enter the email address for forwarded incoming documents.
Choose the status that should trigger forwarding.
Select the forwarding format: Original, XML, or PDF.
Click Save.
The forwarding address must be a valid email address.
Open the organisation settings for Outgoing invoices.
Enter the email address for forwarded outgoing documents.
Choose the status that should trigger forwarding.
Turn on XML if you want outgoing documents forwarded as XML.
Click Save.
Outgoing forwarding is separate from outgoing invoice sending and reminders.
Open the auto-forward step during onboarding.
Pick a suggested email address or click Other.
Enter the forwarding address for incoming documents.
Enter the forwarding address for outgoing documents.
Submit the step to save both addresses.
Onboarding sets incoming forwarding to Approval and outgoing forwarding to Sent.
