Set up automatic email forwarding
Written By Tess Hoogeboom
Last updated 21 days ago
To automatically send invoices via, for example, an Outlook or Gmail account, you can check the following steps.
Step 1
Set rules for the automatic forwarding of e-mails to the unique e-mail address of your administration. You can find this unique e-mail address at Administrations via the Settings (cogwheel).
Considerations:
Do you want to forward all e-mails or only the ones with a PDF- or UBL-file attached?
Do you want to forward the e-mails from a specific mailbox (invoices@???.com) or from a folder in a mailbox (Folder – Invoices under administration@companyname.com)?
Check the links below for more information on setting up e-mail forwarding:
Step 2
For a Gmail account, a verification link is now sent to the unique email address in TriFact365. In TriFact365, go to the Received emails. Here you will find an e-mail sent by forwarding-noreply@google.com with the subject ‘Gmail forwarding confirmation’. By opening the View email (Three dots > View) you will find a .txt file as an attachment. This file contains the verification link.
