Auto-forward invoices and receipts

Auto-forward invoices and receipts is a Missive rules template designed for businesses that have an accountant, bookkeeper, or accounting team. With this rule, any incoming email containing an invoice or receipt will be forwarded to your accountant automatically.

When enabled:

1

The incoming rule allows you to automatically label and forward all recurring invoices to your accountant or accounting system's email address.

2

On the other hand, some invoices may come to you that are not recurring, but should still be forwarded effortlessly.

Here’s how it works:

• You need a forwarding address (like @qbodocs.com, @dext.cc, or your accountant’s email, etc.)

• (Optional) You need an organization label for invoices (if you want to sort all your forwarded invoices into a single, common label)

• (Optional) A note is added as internal documentation inside Missive for your team to understand why the rule triggered and what to do with it. Then, the conversation closes automatically.

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1. Incoming email rule: For recurring invoices

The goal of each set of nested conditions is to capture the recurring invoice email you get in Missive. For example, your monthly invoice email from Missive will always be sent by an address that ends with @stripe.com and will always contain “Your receipt from Missive” in its subject.

The At least one logic at the top makes sure that only one set of nested conditions is true to trigger. Using this method, it means you only need a single rule to forward all your recurring invoices.

Add to Missive

Component	Value
Condition 1	From → ends with {...}
Condition 2	Subject →contains {...}
Action 1	Add label(s) → Invoices
Action 2	Forward message → {...}
Action 3	Add note → {...}
Action 4	Close

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2. User action rule: Manual trigger

If the auto-forward rule above didn’t catch a specific invoice email that was received, then you can trigger the same forwarding actions manually by typing something in the Missive chat to have the same effect. This is a good method for every non-recurring invoices you get.

Add to Missive

Do you prefer to trigger the rule with a label instead of typing? Simply change the condition to "Label is → Invoices."

Component	Value
Condition 1	Text is → #dext
Action 1	Add label(s) → Invoices
Action 2	Forward message → {...}
Action 3	Add note → {...}
Action 4	Close

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