# Sources - adding mailboxes and forwarding receipts

> How to add a source in ReceiptFold, forward receipts from Gmail, Google Workspace, Outlook, Microsoft 365 or Apple Mail, check that forwarding works, and send paper receipts.

A **source** is one forwarding address that ends in `@receiptfold.com`. Every message that reaches it is read once: a receipt becomes a row, anything else is dropped. Create one source per mailbox, per teammate, or per anything you want to keep apart; each row remembers which source it came from.

## Add a source

1. Open **Sources** and press **+ New address** (or **Add source**).
2. Give it a short name, like "billing" or "personal", and press **Create the address**.
3. Follow the guide for your mail app (Gmail, Gmail on Google Workspace, Outlook, Apple Mail) shown under the address.

You can **rename** a source at any time. Only the name changes; the forwarding address stays the same, so your filter or rule keeps working.

The number of sources (inboxes) depends on your plan: 1 on Free and Personal, 3 on Pro, 10 on Business. See [Plans and billing](/docs/plans-billing/).

## Gmail

The guide has three phases: **Add the address in Gmail**, **Forward receipts automatically**, **Check it works**. Full steps are in [Getting started](/docs/getting-started/#gmail). The essentials:

- Connect the Google account the mailbox belongs to, so the links open in the right account and past receipts can be read from its Drive.
- Gmail asks to confirm a new forwarding address. The confirmation reaches ReceiptFold and is opened for you; press **I've confirmed it** once Gmail no longer shows "Verify …".
- The filter both **forwards** to your ReceiptFold address and **applies the label "ReceiptFold"**. The label is what you export later to import your history.
- You can import the filter as a file instead of creating it by hand (**Download Gmail filter**, then Gmail → Settings → Filters and Blocked Addresses → Import filters). Gmail rejects filters for unconfirmed addresses, so confirm first.

### Google Workspace

An admin must allow automatic forwarding: Admin console → Apps → Google Workspace → Gmail → End user access → Automatic forwarding.

## Outlook and Microsoft 365

**Connect Outlook** does everything: it creates the forwarding rules in your mailbox, sends a test mail to check them, and imports the receipts of the last year. ReceiptFold keeps no access to the mailbox afterwards. To remove the rules later, use **Disconnect Outlook**; Microsoft asks you to sign in once.

If the test mail never comes back:

- **Work or school account (Microsoft 365):** your organisation blocks forwarding outside by default. An admin must allow it: Microsoft Defender portal → Email & collaboration → Policies & rules → Threat policies → Anti-spam → Anti-spam outbound policy → Automatic forwarding rules: "On – Forwarding is enabled". Or use the rule file.
- **Personal Outlook.com account:** Microsoft disables automatic forwarding on accounts it considers new or little used. Verify your phone number at account.live.com, then connect again.

By hand: Outlook on the web → Settings → Mail → Rules → Add new rule, conditions "any of" (subject includes invoice, receipt, payment, order, purchase, subscription, factura, recibo, pago, pedido, compra, suscripción; body includes invoice, receipt, factura, recibo; has attachment), action **Forward to** your ReceiptFold address. Outlook for Windows or Mac: download the `.rwz` rules file and import it (File → Manage Rules & Alerts → Options → Import Rules). The conditions are generous on purpose: ReceiptFold keeps what carries an amount and drops the rest.

## Apple Mail

Mail on Mac → Settings → Rules → Add Rule. "If any of the following conditions are met": subject contains invoice / receipt / payment / order / subscription / factura / recibo / pago / pedido / compra, or message content contains invoice / receipt / factura / recibo; Mail has no "has attachment" condition, so add "Message content contains .pdf". Perform: **Forward Message** to your ReceiptFold address. Then OK and Apply.

## Forwarding by hand

Any receipt forwarded to the address becomes a row, from any mail app. To bring older receipts by hand, select up to 25 messages and choose **Forward as attachment**: each attached message becomes one row. For many receipts, use a mailbox export instead ([Importing your past receipts](/docs/import-history/)).

## Check it works

Press **Send the test mail** on the source. ReceiptFold sends a receipt-like mail to your mailbox; your filter forwards it back and the step completes by itself, usually within a minute. One test mail a minute.

A source shows its state: **receiving mail**, **confirmed, nothing received yet**, or **Not confirmed yet**. If no mail arrives for 7 days, the source lists likely causes. See [Troubleshooting](/docs/faq/).

## Paper receipts and files from your phone

- **Scan:** open **Scan** in the app, point the camera at the receipt and tap the shutter. A long receipt can be shot in parts; they become one. You can also pick a photo or a PDF. If something cannot be read, it waits in **Review** with the picture.
- **Share:** installed as an app on your phone, ReceiptFold appears in the share menu: share a photo or a PDF to it and it is read the same way.

## Starting a source over

**Remove this source's rows** deletes every row the source wrote to your spreadsheet (its receipts, their lines and its reviews). Vendors stay, and so do the receipt files in your drive. Then import the history again and the rows come back read with the current parser.
