Connect your work email so invoices and receipts in the inbox can be pulled into Payfriend without manual downloads.
Before you start
Access to the Gmail, Google Workspace, or Microsoft 365/Outlook account where documents arrive
Ability to approve OAuth permissions for the company
Understanding that Payfriend scans for document files — not “reading all your mail” as a purpose
Steps
1. Open integrations / inbox
Go to Settings → Integrations or Settings → Inbox (depending on your app version).
2. Choose Gmail or Outlook
Click Connect for Gmail (including Google Workspace) or Outlook / Microsoft 365.
3. Approve in Google or Microsoft
Sign in with the correct account and accept the permissions Payfriend requests. Use the inbox where supplier invoices usually land.
4. Wait for the first scan
Once connected, Payfriend scans on an ongoing basis (typically about every 15 minutes). On setup, some history may be pulled.
5. Check the inbox in Payfriend
Open Inbox / email documents in the sidebar. New files should appear as documents or bills ready for review.
Check that it worked
Status shows connected for Gmail or Outlook
At least one test document (email yourself a PDF invoice) appears within a scan interval
The document has suggested supplier/amount where possible
Common issues
Symptom | Cause | Fix |
OAuth denied | Wrong Google/Microsoft account | Sign out and pick the inbox documents use |
No documents | Docs in another folder/mailbox | Connect the right account, or use the forward address |
Connection drops | Token revoked | Reconnect under Settings |
Next steps
Didn’t find an answer? Message us via in-app chat, or use Contact.