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Gmail - Forward Supplier Invoices

Matteo Recchia avatar
Written by Matteo Recchia
Updated over 3 months ago

🔁 What This Will Do

It will:

  • Automatically detect emails that mention: "invoice", "statement", or "credit note"

  • Forward them to your personalized UnifyOrdering address
    👉 [email protected]

  • Save you time and manual effort


🧭 Step-by-Step Instructions (Gmail Web)

1. Add Your UnifyOrdering Address as a Forwarding Destination

  1. Click the ⚙️ Settings icon (top right) → then click “See all settings”

  2. Go to the “Forwarding and POP/IMAP” tab

  3. Click: “Add a forwarding address”

  4. Enter this email:
    [email protected]

  5. Click Next, then Proceed

✅ We (UnifyOrdering) will receive a confirmation code and complete the setup from our side.

You can now pause and let us know you've added the address — we'll notify you once it's confirmed and ready to use.


2. Set Up the Filter (After We Confirm the Address)

Once we tell you the address is verified:

  1. In Gmail, click the search bar and then the filter icon (🔽)

  2. In the “Has the words” field, paste this:

    invoice OR invioce OR statement OR credit note OR creditnote -unsubscribe

    (This captures common misspellings and ignores promotional emails)

  3. Click “Create filter” at the bottom

  4. In the next screen:

    • ✅ Check “Forward it to” → Select: [email protected]

    • Optional: Tick “Mark as read” or “Apply label” to help keep your inbox tidy

  5. Click “Create filter”

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