How do I automatically forward my invoices in Outlook (formerly Hotmail)?

Accurate and organized financial administration is crucial for e-commerce entrepreneurs and dropshippers, especially with regard to international tax obligations (global taxing). Automatically forwarding subscription invoices to your accountant can significantly simplify this process. In this guide, we discuss how you can efficiently manage and share your invoices using Outlook's automatic forwarding feature.

Why Automatically Forward Invoices?

Automatically forwarding invoices offers several benefits:

• Efficiency: Reduces the need for manual processing of every invoice received.
• Consistency: Ensures that all relevant documents go directly to your accountant.
• Organization: Keeps your inbox tidy and prevents important invoices from being overlooked.

Step-by-Step Guide: Automatically Forwarding Invoices in Outlook/Hotmail

Step 1: Create a Specific Email Address for Invoices

It is advisable to create a separate email address, for example, invoices@yourdomain.com, where all your invoices are sent. This makes it easier to set up a forwarding rule without having to filter by sender.

Step 2: Log in to your Outlook/Hotmail account

• Go to Outlook.com and log in with your account details.

Step 3: Navigate to Settings

• Click the gear icon in the top right to go to the settings.
• At the bottom, select 'View all Outlook settings'.

Step 4: Set Up Forwarding Address

• Go to 'Mail' > 'Forwarding'.
• Check 'Enable forwarding' and enter the email address to which you want to forward the invoices, for example, your accountant's.
• If you want to keep a copy of the forwarded messages in your own inbox, check 'Keep a copy of forwarded messages'.
• Click 'Save' to confirm the settings.

Step 5: Set Up Filter for Specific Emails (Optional)

If you only want to forward certain emails, for example, invoices from specific senders, you can set up a filter:

• Go to 'Mail' > 'Rules'.
• Click 'Add new rule'.
• Give the rule a name, for example, 'Forward Invoices'.
• Set the conditions, such as 'From', and enter the sender's email address.
• Set the action to 'Forward to' and enter your accountant's email address.
• Click 'Save' to activate the rule.

Importance of Accurate Financial Administration

Automatically forwarding your invoices to your accountant contributes to the accurate and timely processing of your financial data. This is essential for complying with international tax obligations and maintaining a clear overview of your business finances.

At Suits Finance we understand the unique challenges faced by e-commerce entrepreneurs and dropshippers. Our expertise as an e-commerce accountant enables us to support you in optimizing your financial processes and ensuring compliance with international tax regulations. Contact us today for personalized advice and discover how we can help streamline your financial administration.

By following these steps, you ensure that your financial data is managed accurately and efficiently, contributing to healthy business operations and compliance with international tax obligations.

‍