If your suppliers send invoices directly to you, rather than to iCompleat, you can set up an auto-forward from Outlook so that any inbound emails will automatically be sent straight to iCompleat for processing.
To do so, you'll need your company's e-invoicing email address.
What's my e-invoicing email address?
Your e-invoicing email address can be used by your suppliers to send invoices to your iCompleat company. It's always displayed on the iCompleat homepage.
To copy your e-invoicing email address, select the button to the right of it.
Set up email auto forwarding from Outlook to iCompleat
Follow these steps to configure Outlook to auto forward invoices from your supplier to iCompleat.
Your Outlook layout may vary depending on the version you use.
Open the mailbox that your supplier invoices are sent to.
Select the Inbox mailbox to highlight it.
Select Rules from the toolbar, then select Create Rule.
The Rules dialog box appears.
Select Advanced Options in the bottom-right.
The Rules Wizard dialog box appears.
If you're happy to auto forward every email that arrives in this mailbox, skip to step 5.
If you only want to auto forward emails that arrive in this mailbox from specific supplier email addresses, follow these steps to edit the rule's condition:
i. Select the from checkbox at the top.
ii. Select the blue recipient email address in rule description box.
iii. The Rule Address dialog box appears.
Double-click the names of the supplier contacts you'd like to set up auto forward for.
Then, select OK.
If you're opting to auto forward all emails from this mailbox, a message then appears asking if you're happy for the rule to be applied to every message you receive. Select Yes.
Select the redirect it to people or public group checkbox, and then select the people or public group link that appears.
The Rule Address dialog box appears.
Enter your e-invoicing email address, and select OK.
- It's important you let us know that you've set up an auto forwarding rule so that invoices are processed to the correct iCompleat company.
Please contact iCompleat Support via the Resource Centre in the bottom-right of the homepage, and tell us the email addresses you're auto forwarding from, along with your iCompleat e-invoicing email address.
- That's it! Your auto forwarding rule is set up.