If your invoice emails aren’t being forwarded to Rechargly, it’s important to review your forwarding rules and confirm that all conditions meet Rechargly’s requirements. Incorrect or blocked forwarding settings can prevent invoices from being imported successfully.
Things To Check
IT Provider Restrictions: If you are using Outlook, your IT Administrator will need to enable email forwarding to your unique Rechargly email address.
Cybersecurity Settings: If your company uses a cybersecurity tool such as Sonos, it may alter invoice URLs (for example, changing your Xero invoice link), which can prevent forwarding from working correctly.
Filter Rules: Make sure your forwarding and filtering rules have been created exactly as required by Rechargly.
To see steps on how to setup email forwarding for Gmail or Outlook, please go to Rechargly Setup page.
Steps To Review Forwarding Rules
In Outlook:
Open your Outlook Settings.
Go to Mail > Rules.
Locate the rule that forwards your invoices to Rechargly.
Verify that the recipient email address and conditions match the forwarding instructions provided by Rechargly.
If you are using Outlook, your IT Administrator will need to enable email forwarding to your unique Rechargly email address. If you are not the IT Administrator, you cannot do this step.
In Gmail:
Open Gmail Settings.
Select the Forwarding and POP/IMAP tab.
Review the forwarding address and ensure it’s set to your Rechargly invoice forwarding address.
Check any filters or labels linked to the forwarding rule to confirm they match Rechargly’s criteria.