Choose your provider
Go to Settings > Email and click Add. If no inbox is connected yet, the button says Connect email. Then pick your provider.What Billpal imports
Billpal looks for emails that read like an invoice, for example because “invoice”, “receipt”, or “Rechnung” appears in the subject or body. Those emails become documents:- PDF attachments up to 10 MB are imported. Each PDF becomes its own document.
- Invoices in the email body: If the email has no PDF but is itself the invoice, such as an order confirmation with an amount, Billpal saves the body as a PDF and creates a document from it.
- Invoices behind a login: If the email only links to a customer portal, Billpal can’t reach the invoice. You get a notification and can connect the portal from there. See Portals.
Billpal doesn’t change anything in your inbox. Emails aren’t marked as read, moved, or deleted.
How far back Billpal imports
When you connect, Start date sets the date from which Billpal imports documents from the inbox. Older emails are left alone.
Going back more than 90 days can bring in a lot of documents, and each one counts toward your allowance. Billpal asks you to confirm first: check “I understand this may lead to additional charges”.
Later, you can only move the start date earlier. Billpal then imports the older documents.
All past email isn’t available during the trial. See Trial.
Outgoing invoices from your Sent folder
By default, Billpal looks through your inbox. If you send your own invoices by email, check Also import invoices from your Sent folder when you connect. Your outgoing invoices then land in Billpal as well. Billpal never looks in Trash or Drafts.After you connect
Billpal shows “Documents are now being imported. This may take a few minutes.” A long date range makes the first import take longer. After that, Billpal keeps checking the inbox for new documents. Don’t want to wait? Click Sync on the inbox, and Billpal checks for new documents right away.Several inboxes and workspaces
You can connect as many inboxes as you like. Each inbox belongs to the workspace you connected it in, and its documents land there. To use the same inbox in a second workspace, switch to that workspace and connect it there too. Every workspace member can connect their own inboxes. Only an admin can change or delete an inbox someone else connected.Block senders
Under Settings > Email, below your inboxes, you’ll find Blacklists. Add email addresses or domains Billpal shouldn’t import from, for example a newsletter that keeps getting picked up as an invoice. The list applies to every inbox in the workspace. Documents already imported stay. When you remove a sender from the list, Billpal imports their new invoices again. Check Also import past invoices from this sender to also bring in the invoices skipped in the meantime.Pause, change, or disconnect an inbox
Under Settings > Email, click the inbox. In Edit email account you can:- move the Start date earlier,
- include or exclude the Sent folder,
- stop the import with Pause and restart it with Activate,
- disconnect the inbox with Delete. Documents imported from it stay in Billpal.