How do I link my Gmail account to GetMyInvoices?
You can find instructions to link your Gmail account and GetMyInvoices below.
Step 1: Enable IMAP
- Open Gmail on your computer
- Click on “Settings” in the upper right corner
- Click on “Settings”
- Click on the tab “Forwarding and POP/IMAP”
- In the section “IMAP access”, click on “Enable IMAP”
- Click on “Save Changes”
Step 2: Set app-specific password
If you are using the Google 2FA you have to set an app-specific password for the link to GetMyInvoices. You can find help to sign up and create the according to Google app passwords here.
Step 3: Link GetMyInvoices to Gmail
Log in to your GetMyInvoices account. Navigate your cursor to your account name – in the bottom field, you have the option to link an email account via IMAP as follows:
- Email address: firstname.lastname@example.org
- User name (may be different to email address, can be found in Gmail in your settings)
- Enter password (if you set a app-specific password for GetMyInvoices, use that one)
- For server name, enter “imap.gmail.com”
- SSL required: Yes
- Port 993
- Authentication: Normal
- Set starting date for import
How do I link my email account to GetMyInvoices?
Under “Email Accounts” you have the option to link a Google Mail account, as well as an IMAP account. To do so, go to the green rectangle on the dashboard and choose “Add Email Account”.
How do I link an exchange account to GetMyInvoices?
GetMyInvoices supports import via IMAP or GMAIL. You have the option to activate IMAP on your exchange server. Afterwards, you can link your email account to GetMyInvoices.
How do I connect an Apple iCloud email account?
To link your Apple email account to GetMyInvoices via IMAP, you’ll have to execute the following steps:
After the link has been successfully established, GetMyInvoices will automatically import invoices from your Apple email account.
How do import standards work?
If you receive your tax consultants invoices, for example, by email, you can set up a unique import standard for this case.
First, you have to enter an unused name for a new standard. Some suppliers don’t send their invoices as an attached PDF, but the email itself is the invoice. In those exceptional cases tick the box “Email text is invoice”.
What happens to emails without attachments?
Some providers send electronic invoices without an attachment; instead, the content of the email is the invoice. In those cases, GetMyInvoices imports the email content and offers you the possibility to convert the HTML file into a PDF. Particularly with US providers, this is quite often the case.
How often will documents be retrieved from my email box?
GetMyInvoices checks your email box hourly for newly arrived emails. Because the standards used for import are being updated and extended daily, a reconciliation of emails that have already been scanned, but not imported, also takes place.
What is the central post box?
Every GetMyInvoices account will be assigned an explicit import address. Via your email programme, you can simply forward emails containing invoices to your central post box, and the documents will be imported automatically. Furthermore, you can ask your suppliers to generally send invoices to this central email address, so that forwarding will not be required.
This feature is not available for Candis and FastBill packages.