Forwarding receipts from Gmail

When some services can't send receipts to your designated Cardboard billing email, you can set up Gmail forwarding to automatically send those receipts to our system. This ensures all your receipts are captured and matched with payments automatically.

When you need Gmail forwarding

Gmail forwarding is useful when:

• A service only sends receipts to specific individual email addresses.
• You can't change the billing email address in the service settings.

Finding your Cardboard receipt email address

Before setting up forwarding, you'll need your unique Cardboard receipt email address:

1. Sign into your Cardboard account.
2. Go to Inbox > Emails
3. Copy the general receipt email address displayed on this page.

Setting up Gmail forwarding

In order to automatically forward emails to Cardboard, you'll first need to add and verify the forwarding address:

Step 1: Access Gmail settings

1. Open Gmail in your web browser
2. Click the gear icon in the top right corner
3. Select See all settings from the side menu

Step 2: Navigate to forwarding settings

1. Click the Forwarding and POP/IMAP tab at the top of the settings page
2. In the "Forwarding" section, click Add a forwarding address

Step 3: Add your Cardboard email

1. Enter your Cardboard receipt email address (from Step 1 above)
2. Click Next
3. Click Proceed in the confirmation dialog
4. Gmail will send a verification email to your Cardboard inbox

Step 4: Verify the forwarding address

1. Return to your Cardboard account
2. Go to Inbox > Emails to find the Gmail verification email
3. Click on the verification email
4. Click "Accept invite"
5. Return to Gmail settings to complete the setup

Creating forwarding filters

You can now create custom filters to forward only receipt emails from specific services. This gives you full control over which emails are sent to Cardboard while keeping your personal emails separate.

Step 1: Create a new filter

1. In Gmail settings, click the Filters and Blocked Addresses tab
2. Click Create a new filter

Step 2: Set filter criteria

Configure the filter based on your needs:

• From: Enter the sender's email address (e.g., noreply@servicecompany.com)
• Subject (optional): Include keywords like "receipt," "invoice," or "billing"
• Has the words (optional): Add specific terms that appear in receipts

Step 3: Apply filter actions

1. Click Create filter
2. Check Forward it to and select your Cardboard email address
3. Optionally check Apply the label and create a label like "Forwarded to Cardboard"
4. Click Create filter