Invoice Forwarding Email: Automating the Sending of Your Invoices
Imagine 2 possible scenarios:
Your company is paying for a subscription to a service that sends you invoices every month by email. This means that every month, you have to receive the email, download the invoice, log in to Companio, and upload the file to the “Expenses” section.
Your online store generates a sales invoice every time a customer purchases one of your products. When you receive the email, you need to save the document to your computer and later upload it to your Companio dashboard.
With the Invoice Forwarding Email feature available in your dashboard, you can automate these processes. This tool allows you to generate a custom email address for each type of document: sales invoices, purchase invoices, or bank statements.
Any file sent as an attachment to these addresses will be automatically processed and added to your accounting records in the Companio platform — no manual action required. This way, the entire management of your invoices becomes fully automated, and you’ll no longer need to upload any documents manually to the platform.
In your dashboard, go to the "Settings" section in the left-hand menu and select "Email Automation".
You will see three options:
Purchase invoice. This option allows you to generate and copy a unique email address linked to your user account, designated for receiving your purchase invoices. Click the "Generate & Copy" button to copy this email address.
Sales invoice. In this case, you’ll generate an email address for your sales invoices. To use it, simply click "Generate & Copy".
Bank statements. Likewise, click the button to generate and copy the email address you can use, for example, as the designated address in your corporate bank account for receiving periodic bank statements.
Once generated, you can share these addresses with your suppliers, clients, or financial institutions so that any documents sent to them are automatically added to your dashboard.
For example, if you want all your Uber invoices to be automatically sent and recorded as purchase invoices, just click the corresponding button. A unique email address will be generated and copied for your user. Then, all you need to do is paste that email address into the Uber app.
Eliminates manual steps and reduces potential errors, improving efficiency
Saves you considerable time each month
Ensures your documents reach your accounting on time
Facilitates collaboration with clients and suppliers
Keeps your records updated automatically
To prevent abuse of this feature, there is a limit of one email per minute per customer. That is, multiple emails in less than a minute will not be accepted. Please use this tool responsibly and do not share those email addresses publicly.
Your company is paying for a subscription to a service that sends you invoices every month by email. This means that every month, you have to receive the email, download the invoice, log in to Companio, and upload the file to the “Expenses” section.
Your online store generates a sales invoice every time a customer purchases one of your products. When you receive the email, you need to save the document to your computer and later upload it to your Companio dashboard.
With the Invoice Forwarding Email feature available in your dashboard, you can automate these processes. This tool allows you to generate a custom email address for each type of document: sales invoices, purchase invoices, or bank statements.
Any file sent as an attachment to these addresses will be automatically processed and added to your accounting records in the Companio platform — no manual action required. This way, the entire management of your invoices becomes fully automated, and you’ll no longer need to upload any documents manually to the platform.
How do I automate invoice delivery?
In your dashboard, go to the "Settings" section in the left-hand menu and select "Email Automation".
You will see three options:
Purchase invoice. This option allows you to generate and copy a unique email address linked to your user account, designated for receiving your purchase invoices. Click the "Generate & Copy" button to copy this email address.
Sales invoice. In this case, you’ll generate an email address for your sales invoices. To use it, simply click "Generate & Copy".
Bank statements. Likewise, click the button to generate and copy the email address you can use, for example, as the designated address in your corporate bank account for receiving periodic bank statements.
Once generated, you can share these addresses with your suppliers, clients, or financial institutions so that any documents sent to them are automatically added to your dashboard.
For example, if you want all your Uber invoices to be automatically sent and recorded as purchase invoices, just click the corresponding button. A unique email address will be generated and copied for your user. Then, all you need to do is paste that email address into the Uber app.
Why is it useful?
Eliminates manual steps and reduces potential errors, improving efficiency
Saves you considerable time each month
Ensures your documents reach your accounting on time
Facilitates collaboration with clients and suppliers
Keeps your records updated automatically
To prevent abuse of this feature, there is a limit of one email per minute per customer. That is, multiple emails in less than a minute will not be accepted. Please use this tool responsibly and do not share those email addresses publicly.
Updated on: 23/05/2025
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