Please note: only users with the "Manage Business" permission can setup invoice forwarding.
With invoice forwarding, opsi can automatically send a copy of every uploaded invoice to a designated email address.
When enabled, any invoice uploaded to opsi - whether via direct upload, email, or photo will be converted to a PDF and forwarded to the specified email address.
This is useful if other systems or team members also need to receive and process invoice files separately.
Step to enable invoice forwarding on desktop
Step to enable invoice forwarding on desktop
Click your name in the top right of the navigation.
Choose "Business Settings".
Select "Invoice Settings" in the left-hand navigation.
Click "Edit" at the top right.
Enter a forwarding email address and click "Save".
