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Envoi can fetch invoices and receipts straight from your email inbox. You connect under Settings, IMAP. You must be an owner or administrator.
It helps to use a separate address that suppliers send invoices to, for example faktura@dinbedrift.no.

Connect

  1. Choose Connect Gmail.
  2. Log in with Google and give Envoi access.
Automatic polling is turned on right away.
The password is stored encrypted, and is never shown again.

What is fetched

Envoi checks the inbox every 10 minutes. An email is fetched when:
  • The subject contains one of these words: faktura, regning, kvittering, bilag, kreditnota, purring, påminnelse, betalingsvarsel, forfall, ordrebekreftelse, kvitto, invoice, receipt, statement or billing.
  • It has an attachment in PDF, PNG, JPG or GIF, of up to 20 MB.
One email becomes one received invoice, even when it has several attachments. The first attachment is read by Saga, and the others are attached. The invoice ends up under Invoices, Inbox, Received, with the status Pending. See Received invoices. Emails that are fetched are marked as read in the inbox. Nothing is moved or deleted.
The first time Envoi checks the inbox, only unread emails are fetched. Invoices you have already opened, you must upload yourself. An email that does not match the rules above is skipped and is not fetched later.

Status

Under Polling status you see Last polled and any Last error. To fetch right away, choose Poll now.

When Gmail must be reconnected

If you have changed your password with Google, or revoked Envoi’s access, fetching stops, and you see a message that Gmail must be reconnected. Choose Reconnect Gmail.

Disconnect

Choose Remove (or Disconnect for Gmail). Automatic polling stops. Invoices that have already been fetched stay.