Rather than manual invoice uploads to PredictAP, Outlook and Google Workspace can automatically forward them to the Smart Invoice Inbox.
Before configuring invoice forwarding, consider the following:
- You must create a new email address with your email service.
- Invoices forwarded to PredictAP must originate from the same mailbox where they were received.
- Using an email alias to send invoices may lead to issues and is not recommended.
Invoices forwarded to PredictAP must originate from the same mailbox where they were received. Using an email alias to send invoices may lead to issues and is not recommended.
Click the title to be directly sent to the relevant section of this article. The below instructions will cover the following:
Create a New Outlook User Mailbox
Configure the Outlook Forwarding Rule
Enable Outbound Forwarding in Microsoft Defender
Google Workspace Invoice Forwarding
Create a New Google Workspace Mailbox
Enable Google Workspace Email Forwarding
Outlook Invoice Forwarding
Configuring Outlook or Office 365 forwarding requires you to create a new user mailbox, configure an Outlook forwarding rule, and enable outbound forwarding at the administrative level.
Create a New Outlook User Mailbox
The Microsoft Admin Center allows you to create user mailboxes in Office 365.
How to Create a New Mailbox
- Navigate to the Microsoft 365 Admin Center using your administrative credentials.
- Click on Users - Active Users.
- Click on Add a user.
4. Type to complete the First name, Last name, Display name, and Username fields. 
5. Click on Next.
6. The Assign product licenses page appears. Select your country from the Select location drop-down menu.
7. Click Assign user to a product license, and then select the available license for the new mailbox user.
8. Under the Apps section, click on the All licenses drop-down menu. Click the checkbox to select Exchange Online and (optionally) any additional available licences you wish to associate with the new mailbox user.
9. Click on Next.
10. On the Optional settings page, click on Next.
11. Review the new user mailbox, and click on Finish adding.
Configure the Outlook Forwarding Rule
Use a new Outlook rule to forward all emails from your new mailbox to PredictAP.
How to Forward Outlook Emails
1. Click on the cog icon.
2. Click on Forwarding.
3. Click on the checkbox to Enable forwarding.
4. Type in the email address to which all emails should be sent. The forwarding address should be in a similar format to invoices@company.predictap.com
5. Click Save.
Enable Outbound Forwarding in Microsoft Defender
By default, Microsoft 365 Defender disables the ability to forward emails to another mailbox. The forwarding rule fails to result in a bounce-back email without enabling the Outbound Forwarding policy through the Microsoft outbound spam filter.
Before enabling outbound forwarding, consider the following:
- You must be an Exchange administrator or Global administrator in Microsoft 365.
- Only new emails sent to the mailbox are forwarded.
To Enable Outbound Forwarding in Microsoft 365 Defender
1. Navigate to the Anti-Spam Policies in Microsoft 365 Defender using your administrator credentials.
2. Click on Create Policy and Outbound from the drop-down menu.
3. Type a Name and (optional) Description for the new outbound policy.
4. Click on Next.
5. Choose whether to add specific users, groups, or domains for the outbound policy. For example, type and select a user if invoices are emailed to only one mailbox in the organization.
6. Click on Next.
7. Click on Automatic forwarding rules and select On - Forwarding enabled from the drop-down menu.
8. Click on Next.
9. Review the new outbound policy, and then click on Create. 
10. Click Done.
Google Workspace Invoice Forwarding
Configuring Google Workspace to forward invoice emails to the PredictAP mailbox first requires that the administrator creates a new mailbox and then enables email forwarding. Then, the Google Mailbox user must add the PredictAP email as a forwarding address
Create a New Google Workspace Mailbox
You must have access to the Google Workspace as an administrator to create a new user mailbox.
How to Create a New Mailbox
1. Navigate to the Google Admin Console using the Administrator credentials.2. Click on Add a user.
3. Type to complete the First name, Last name, Primary email, and Organizational unit. Click ADD NEW USER.
4. Click DONE.
Enable Google Workspace Email Forwarding
The Google Workspace administrator must ensure that email forwarding is enabled before the mailbox can forward invoice emails to PredictAP.
Before enabling outbound forwarding, consider the following:
- You must be a Google Workspace Administrator.
- Only new emails sent to the mailbox are forwarded.
How to enable Email Forwarding in Google Workspace
- Navigate to the Google Admin Console using the Administrator credentials.
- Click on the Main menu three lines icon.
3. Click on Apps - Google Workspace - Gmail. 
4. Click on End User Access. 
5. Click on Automatic forwarding.
6. Click the checkbox next to Allow users to automatically forward incoming email to another address, and click on SAVE. 
Add a Forwarding Address
The Google mailbox filter cannot use the PredictAP forwarding address until it has undergone verification. This involves the PredictAP mailbox accepting the forwarding invitation and the Google user entering a verification code found in the same invitation email.
How to add a Forwarding Address in Gmail
- From Gmail, click on the Settings cog icon.
- Click on See all settings.
3. Click on the Forwarding and POP/IMAP tab. 
4. Click on Add a forwarding address.
5. Type in the email address to which all emails should be sent. The forwarding address should be in a similar format to invoices@company.predictap.com.
6. Click Next.
7. Click Proceed in the pop-up verification window.
8. Click on OK to send the confirmation link.
9. When you have received the confirmation code, enter it and click Verify.
