[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"$f4UZXaIs6g0nh2HKdlzCJXU0lpZXd2KYnoSCTvMzNDDc":3},{"id":4,"documentId":5,"title":6,"slug":7,"summary":8,"body":9,"order":247,"featured":248,"seoTitle":249,"seoDescription":249,"searchText":250,"createdAt":251,"updatedAt":252,"publishedAt":253,"locale":254,"category":255,"localizations":260,"related":268},5664,"op9sztfn4z5tkopsd398vs8r","Connect a document source","connect-a-document-source","Let Invoyz collect invoices from a mailbox, OneDrive, Google Drive or via Peppol.",[10,16,22,90,94,171,175,179,186,215,223,227],{"type":11,"children":12},"paragraph",[13],{"text":14,"type":15},"With a document source, Invoyz collects invoices itself. You can choose from Microsoft 365 \u002F Outlook, Google Workspace \u002F Gmail, OneDrive, Google Drive, IMAP (other) and Peppol.","text",{"type":17,"level":18,"children":19},"heading",2,[20],{"text":21,"type":15},"Connect a source",{"type":23,"format":24,"children":25},"list","ordered",[26,43,51,63,71,79,83],{"type":27,"children":28},"list-item",[29,31,34,36,38,40,41],{"text":30,"type":15},"Go to ",{"bold":32,"text":33,"type":15},true,"Settings",{"text":35,"type":15}," > ",{"bold":32,"text":37,"type":15},"Document sources",{"text":39,"type":15},", or open a company and go to the ",{"bold":32,"text":37,"type":15},{"text":42,"type":15}," tab.",{"type":27,"children":44},[45,47,49],{"text":46,"type":15},"Click ",{"bold":32,"text":48,"type":15},"Connect source",{"text":50,"type":15},".",{"type":27,"children":52},[53,55,57,59,61],{"text":54,"type":15},"Under ",{"bold":32,"text":56,"type":15},"Type",{"text":58,"type":15},", choose the kind of source and give it a ",{"bold":32,"text":60,"type":15},"Name",{"text":62,"type":15},", for example Purchase mailbox.",{"type":27,"children":64},[65,67,69],{"text":66,"type":15},"Choose the ",{"bold":32,"text":68,"type":15},"Company",{"text":70,"type":15}," the invoices belong to, if it is not filled in yet.",{"type":27,"children":72},[73,75,77],{"text":74,"type":15},"Optionally set ",{"bold":32,"text":76,"type":15},"Reading since",{"text":78,"type":15}," to an earlier date to also process older emails.",{"type":27,"children":80},[81],{"text":82,"type":15},"Click the connect button and sign in with the provider, or enter the server details for IMAP.",{"type":27,"children":84},[85,87,89],{"text":86,"type":15},"Choose the folder Invoyz should read and click ",{"bold":32,"text":88,"type":15},"Save",{"text":50,"type":15},{"type":17,"level":18,"children":91},[92],{"text":93,"type":15},"Per type",{"type":23,"format":95,"children":96},"unordered",[97,107,129,135,156,165],{"type":27,"children":98},[99,101,103,105],{"bold":32,"text":100,"type":15},"Microsoft 365 \u002F Outlook",{"text":102,"type":15},": sign in with the mailbox account; Invoyz only gets read access. Enter an address under ",{"bold":32,"text":104,"type":15},"Shared mailbox",{"text":106,"type":15}," to read a shared mailbox. Seeing 'Need admin approval'? Send the admin link to your Microsoft administrator and try again afterwards.",{"type":27,"children":108},[109,111,113,115,117,119,121,123,125,127],{"bold":32,"text":110,"type":15},"Microsoft 365 \u002F Outlook without sign-in",{"text":112,"type":15},": under ",{"bold":32,"text":114,"type":15},"Access",{"text":116,"type":15}," choose ",{"bold":32,"text":118,"type":15},"Without sign-in (app access, set up by the admin)",{"text":120,"type":15},". Nobody signs in and Invoyz can only read the one mailbox the admin allows. Enter the ",{"bold":32,"text":122,"type":15},"Microsoft 365 tenant",{"text":124,"type":15}," and the ",{"bold":32,"text":126,"type":15},"Mailbox",{"text":128,"type":15},". The Microsoft admin runs the script Invoyz shows once. After that it often takes 1 to 2 hours before you can connect.",{"type":27,"children":130},[131,133],{"bold":32,"text":132,"type":15},"Google Workspace \u002F Gmail",{"text":134,"type":15},": sign in with the mailbox's Google account; Invoyz only gets read access. If Google shows an unverified app warning, choose 'Advanced' and 'Continue'.",{"type":27,"children":136},[137,139,141,143,145,147,148,150,152,154],{"bold":32,"text":138,"type":15},"IMAP (other)",{"text":140,"type":15},": enter the ",{"bold":32,"text":142,"type":15},"IMAP server",{"text":144,"type":15},", ",{"bold":32,"text":146,"type":15},"Port",{"text":144,"type":15},{"bold":32,"text":149,"type":15},"Username",{"text":151,"type":15}," and ",{"bold":32,"text":153,"type":15},"Password",{"text":155,"type":15},". Prefer an app password. The default is port 993 with SSL\u002FTLS.",{"type":27,"children":157},[158,160,161,163],{"bold":32,"text":159,"type":15},"OneDrive",{"text":151,"type":15},{"bold":32,"text":162,"type":15},"Google Drive",{"text":164,"type":15},": pdf, xml and zip files in the chosen folder are processed. A pdf and xml with the same name are imported together as one invoice. Files are never moved or deleted.",{"type":27,"children":166},[167,169],{"bold":32,"text":168,"type":15},"Peppol",{"text":170,"type":15},": register the company on the Peppol network. See the article about activating Peppol.",{"type":11,"children":172},[173],{"text":174,"type":15},"For mailboxes, only emails with attachments in the chosen folder are processed. Invoyz never changes or deletes anything in the mailbox.",{"type":17,"level":18,"children":176},[177],{"text":178,"type":15},"Only process invoices",{"type":11,"children":180},[181,183,185],{"text":182,"type":15},"Does the source also receive other emails, such as questions, payment requests or reminders? Then choose which documents are processed. This works for sources that go to the ",{"bold":32,"text":184,"type":15},"Central mailbox",{"text":50,"type":15},{"type":23,"format":24,"children":187},[188,194,207],{"type":27,"children":189},[190,191,193],{"text":30,"type":15},{"bold":32,"text":192,"type":15},"Settings > Catch all mailbox",{"text":50,"type":15},{"type":27,"children":195},[196,197,199,201,203,204,206],{"text":54,"type":15},{"bold":32,"text":198,"type":15},"Allowed document types",{"text":200,"type":15},", pick for example ",{"bold":32,"text":202,"type":15},"Invoice",{"text":151,"type":15},{"bold":32,"text":205,"type":15},"Credit note",{"text":50,"type":15},{"type":27,"children":208},[209,211,213],{"text":210,"type":15},"Optionally pick ",{"bold":32,"text":212,"type":15},"Allowed categories",{"text":214,"type":15}," as well, then save.",{"type":11,"children":216},[217,219,221],{"text":218,"type":15},"Other documents are ignored: no document is created and they are not forwarded. Leave a field empty to show ",{"bold":32,"text":220,"type":15},"All allowed",{"text":222,"type":15}," and process everything.",{"type":17,"level":18,"children":224},[225],{"text":226,"type":15},"Manage a source",{"type":11,"children":228},[229,231,233,235,237,239,241,243,245],{"text":230,"type":15},"Open a source to see when it was ",{"bold":32,"text":232,"type":15},"Last checked",{"text":234,"type":15}," and which ",{"bold":32,"text":236,"type":15},"Checks",{"text":238,"type":15}," have run. Click ",{"bold":32,"text":240,"type":15},"Check now",{"text":242,"type":15}," to look for new documents right away. Use ",{"bold":32,"text":244,"type":15},"Check interval",{"text":246,"type":15}," to set how often Invoyz checks the source.",3,false,null,"Connect a document source Let Invoyz collect invoices from a mailbox, OneDrive, Google Drive or via Peppol. With a document source, Invoyz collects invoices itself. You can choose from Microsoft 365 \u002F Outlook, Google Workspace \u002F Gmail, OneDrive, Google Drive, IMAP (other) and Peppol. Connect a source Go to Settings > Document sources , or open a company and go to the Document sources tab. Click Connect source . Under Type , choose the kind of source and give it a Name , for example Purchase mailbox. Choose the Company the invoices belong to, if it is not filled in yet. Optionally set Reading since to an earlier date to also process older emails. Click the connect button and sign in with the provider, or enter the server details for IMAP. Choose the folder Invoyz should read and click Save . Per type Microsoft 365 \u002F Outlook : sign in with the mailbox account; Invoyz only gets read access. Enter an address under Shared mailbox to read a shared mailbox. Seeing 'Need admin approval'? Send the admin link to your Microsoft administrator and try again afterwards. Microsoft 365 \u002F Outlook without sign-in : under Access choose Without sign-in (app access, set up by the admin) . Nobody signs in and Invoyz can only read the one mailbox the admin allows. Enter the Microsoft 365 tenant and the Mailbox . The Microsoft admin runs the script Invoyz shows once. After that it often takes 1 to 2 hours before you can connect. Google Workspace \u002F Gmail : sign in with the mailbox's Google account; Invoyz only gets read access. If Google shows an unverified app warning, choose 'Advanced' and 'Continue'. IMAP (other) : enter the IMAP server , Port , Username and Password . Prefer an app password. The default is port 993 with SSL\u002FTLS. OneDrive and Google Drive : pdf, xml and zip files in the chosen folder are processed. A pdf and xml with the same name are imported together as one invoice. Files are never moved or deleted. Peppol : register the company on the Peppol network. See the article about activating Peppol. For mailboxes, only emails with attachments in the chosen folder are processed. Invoyz never changes or deletes anything in the mailbox. Only process invoices Does the source also receive other emails, such as questions, payment requests or reminders? Then choose which documents are processed. This works for sources that go to the Central mailbox . Go to Settings > Catch all mailbox . Under Allowed document types , pick for example Invoice and Credit note . Optionally pick Allowed categories as well, then save. Other documents are ignored: no document is created and they are not forwarded. Leave a field empty to show All allowed and process everything. Manage a source Open a source to see when it was Last checked and which Checks have run. Click Check now to look for new documents right away. Use Check interval to set how often Invoyz checks the source.","2026-09-27T14:54:20.875Z","2026-11-12T09:28:17.856Z","2026-11-12T09:28:17.885Z","en",{"id":256,"documentId":257,"name":258,"slug":259},1066,"wodzvxad6yzk88a5ccmzrjm1","Invoices and documents","invoices",[261],{"id":262,"documentId":5,"slug":263,"locale":264,"category":265},5663,"documentbron-koppelen","nl",{"id":266,"documentId":257,"slug":267},1065,"facturen",[269,275,280,286,292],{"order":270,"title":271,"id":272,"documentId":273,"slug":274},1,"Upload invoices",5618,"orwjf2wkq3nyeyh4fly3840n","upload-invoices",{"order":18,"title":276,"id":277,"documentId":278,"slug":279},"Send invoices by email",5648,"pxmkg61ks9y2pxm4eu7agyza","send-invoices-by-email",{"order":281,"title":282,"id":283,"documentId":284,"slug":285},4,"Check and book an invoice",5678,"hsu0133pyplkdi4c5fj0ot9i","check-and-book-an-invoice",{"order":287,"title":288,"id":289,"documentId":290,"slug":291},5,"Invoice statuses",5696,"ko6k436bxd5usx0aonlvmwww","invoice-statuses",{"order":293,"title":294,"id":295,"documentId":296,"slug":297},6,"Duplicate invoices, rounding differences and calculation errors",5704,"odybuhl6aqayg4y8wfzc0gg3","duplicate-invoices-and-rounding-differences"]