Xero
Email invoices into Xero
Turn any emailed invoice into a draft Xero bill in seconds, without leaving your inbox. It works with every email provider, and there is nothing to install or set up.
Calder Building Supplies
Invoice 8817 - August
calder-invoice-8817.pdf
Your instructions
Record this as a bill from Calder Building Supplies for £2,180, due 26 September, and attach the invoice.
Xero
Draft a bill for £2,180
Bills to pay / Draft
Xero
Attach calder-invoice-8817.pdf
The draft bill
You receive a confirmation email once complete, with an undo button that works for 24 hours.
Setup in 30 seconds.
How it works
Forward the supplier's email to your ForwardThis address with some simple instructions, like "record this as a bill from Calder Building Supplies for £2,180, due 26 September".
The bill is drafted in Xero with the invoice PDF attached straight from the email. A sales invoice, a quote or a purchase order is drafted the same way, and every one waits as a draft: nothing is approved, issued or paid.
You receive a confirmation email containing your Xero link, plus an undo button if something doesn't look right.
What is ForwardThis?
ForwardThis is an AI email assistant that turns email into action in 144+ of the apps you use every day.
Works with any email
Compatible with any personal or professional email provider. Gmail, Outlook and more.
144+ apps
Works across the apps you already use, with more added every month.
Setup in seconds
Nothing to install and no workflows to build. Sign up, forward an email, and it runs.
Secure & private
ForwardThis only acts on the emails you send it, and the email is deleted within 24 hours of the work being done.
Try it with a real email.
Forward any email to the address below to see what ForwardThis can do. No signup required.
Occasional product emails may follow.
FAQs
- How do I email an invoice into Xero?
- Forward the supplier's email to your ForwardThis address with some simple instructions, like "record this as a bill from Calder Building Supplies for £2,180, due 26 September". ForwardThis drafts the bill, attaches the PDF straight from the email, and replies to confirm with a link. The first time, you will need a free ForwardThis account with Xero connected. It takes about 30 seconds.
- Will the bill be posted or paid?
- No. Everything ForwardThis creates in Xero is a draft, and it stays one until you approve it yourself in Xero. Nothing is authorised, issued, emailed or paid, and nothing is filed with HMRC. ForwardThis never moves money.
- Can it read the amount off the invoice PDF?
- No. ForwardThis reads your email, not the inside of the attachment. Put the amount and the due date in your message and they are used; the PDF itself is attached to the draft as the source document.
- Doesn't Xero have its own email address for bills?
- It does. Your organisation has a bills address, and a PDF you forward there arrives as a draft bill with the file attached. If that suits your flow, use it. ForwardThis fills in the amount, the date and the supplier from your instructions in the same forward, and replies to tell you exactly what it drafted.
- Can I email receipts to Xero the same way?
- Yes. A receipt records the same way: ask for a bill for the amount, dated when you paid, and have the receipt attached to it.
- What if it drafts the wrong thing?
- The confirmation email includes an undo that works for 24 hours, which deletes the draft. Nothing had been posted to your accounts in the first place, so there is nothing to correct after the fact.
- Does it work with Outlook and other email apps?
- Yes. ForwardThis works with any email provider: Gmail, Outlook, Apple Mail and everything else. If it can forward an email, it works.
- What happens to my email afterwards?
- It gets deleted. ForwardThis holds your email briefly in case you press undo, then removes it completely. Nothing is stored long term.