Document email forwarding

Where to find it

Settings → Connections → email forwarding

✅ Common tasks

Set up incoming invoice forwarding

1. Open Settings → Connections → email forwarding

2. Pick a trigger under Forward incoming documents, e.g. When approved

3. Enter the recipient address in Forward to

4. Optionally set Forward documents since to also send existing invoices

5. Choose a format and select Save settings

Forwarded mail comes from [email protected] — ask the recipient to allow this sender if nothing arrives.

Set up outgoing invoice forwarding

1. Choose a trigger under Forward outgoing documents, e.g. When sent

2. Enter the recipient address in Forward to

3. Optionally set Forward documents since to send existing invoices too

4. Select Save settings

Incoming and outgoing forwarding are independent — they can use different recipients and triggers.

Pause or change forwarding

1. Reopen Settings → Connections → email forwarding

2. Update the recipient, trigger, or start date

3. Choose Disabled to stop incoming or outgoing forwarding separately

4. Select Save settings

🔗 See also

• Incoming email intake settings

• Sending an outgoing invoice

• Incoming invoice statuses and verification questions

• Roles and permissions

• Organisation settings overview