Overview
You can automatically send supplier invoices to your Ocerra inbox using email forwarding rules. This removes manual steps and ensures all invoices are captured consistently.
When to use this
Set up auto-forwarding if:
- invoices arrive via email
- multiple people receive supplier invoices
- you want to avoid manual forwarding to Ocerra
What to forward
We recommend forwarding emails that:
- have attachments
- include keywords such as “invoice”, “credit note”, or “statement”
This helps ensure only relevant documents are sent to Ocerra.
Your Ocerra inbox
Each Ocerra account has a dedicated email inbox (e.g. yourcompany@invoices.ocerra.com).
All forwarded invoices will be processed from this inbox.
Set up forwarding in your email system
Follow the instructions for your email provider:
Good practice
- Keep keywords simple
- Avoid over-filtering
- Check the first few days to confirm invoices are flowing correctly
Email requirements
If invoices are not coming through after setup, please review the email delivery requirements here:
https://ocerra.freshdesk.com/support/solutions/articles/60001644391-email-delivery-requirements