Documents → Inbox, Settings → email connections, Settings → WhatsApp
Open the document upload flow.
Select a PDF, XML, or image file.
Click Save to create the incoming document.
Open the document page to view or download it later.
If needed, open the XML document view to inspect parsed data.
Manual uploads appear as Manual upload in document history.
Forward the invoice to your Cashfeed inbound address.
Make sure the attachment or email content reaches the connected inbox.
Open Document email forwarding if you need the forwarding address set up.
Check document history to confirm Cashfeed received the email.
If the mail was filtered, review the filtered entry and add it when available.
Forwarded mail appears as Email forwarded to Cashfeed in document history.
Go to the email connection area in Settings.
Choose Google or Microsoft and complete the sign-in flow.
Save the connection so Cashfeed can fetch mail.
Open the WhatsApp verification request flow if you want to send invoices by WhatsApp.
Enter your phone number and confirm the code in WhatsApp.
WhatsApp sending starts only after the verification request shows confirmed.
