Settings → Organisation → Incoming emails / Outgoing invoices
Open your organisation settings and go to Incoming emails.
Choose the email address that should receive forwarded incoming documents.
Set the status that triggers forwarding, such as Approval or a later invoice status.
Choose the forwarding format: Original, XML, or PDF.
Optionally set the date from which incoming documents should start forwarding.
Save the changes and verify the forwarding address is correct.
Incoming forwarding only starts from the date you set, if you use one.
Open your organisation settings and go to Outgoing invoices.
Enter the email address that should receive forwarded outgoing documents.
Choose the status that triggers forwarding for outgoing invoices, such as Sent.
Choose whether outgoing documents should be forwarded as XML.
Set the date from which outgoing documents should start forwarding, if needed.
Save the changes and confirm the address is valid.
Outgoing forwarding is separate from customer sending and reminder emails.
Use Original when you want the same format that was received.
Use XML when you always want an XML copy forwarded.
Use PDF when you always want a PDF copy forwarded.
Review the trigger status before saving so documents are not sent too early.
For incoming forwarding, update the format and status together if your accounting flow depends on them.
The format choice applies only to forwarding, not to the document you keep in Cashfeed.
Check that the forwarding email address is filled in.
Confirm the status trigger is set and matches the document’s current status.
Check whether the start date excludes older documents.
Save the settings again after making changes.
Enter a full email address, not just a name or domain.
Remove extra spaces before or after the address.
Save the setting again after correcting the address.
If the address still fails, contact Cashfeed support.
Review the chosen status trigger.
Change the trigger to a later status if needed.
Check whether a start date is causing only newer documents to forward.
Save the updated settings.
Check whether the format is set to Original, XML, or PDF.
Update the format in the relevant Incoming emails or Outgoing invoices section.
Save the change and test with a new document.
Check whether the forwarding email address was changed.
Confirm the status trigger still matches your workflow.
Check whether the start date now excludes the document.
Contact Cashfeed support if the settings look correct.
