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Initial Setup for InvoDrive

After connecting your Google account, InvoDrive walks you through a quick one-time setup. This process helps the system understand what to scan, how to organize your receipts, and what to exclude or convert. Setup takes less than a minute.

Step 1: Choose Your Invoice Language

Select the main language used in your receipts and invoice emails (Hebrew, English, French, Arabic, Russian).
This ensures accurate scanning based on keywords and email content.

Step 2: Select Your Scan Start Year

  • Basic plan: Scans from the current year only.

  • Advanced plan: Go back up to 2 years.

  • Pro plan: Go back up to 3 years.

InvoDrive will search your Gmail inbox from the selected year forward and detect relevant documents.

Step 3: Define Search Keywords

InvoDrive includes default keywords based on your selected language (like “invoice”, “receipt”, etc.).
You can:

  • Add new keywords

  • Edit or rename existing ones

  • Remove irrelevant terms

The system uses these to detect attachments, links, or invoice content in emails.

Step 4: Exclude Email Subjects

You can specify subject lines that should not be saved to Drive.
Example: if you enter “Order Summary” – InvoDrive will skip any emails with that subject, even if they include a file.

Step 5: Create PDFs from Certain Emails

If an email contains no attachment or download link, but matches a specific subject (like “Apple Receipt”), InvoDrive can generate a clean PDF and save it automatically.

Step 6: Start Scanning

Once you’ve completed setup, click “Finish & Start Scanning”.
InvoDrive will begin its first scan immediately, organizing your files in your Google Drive under:
Year > Month > Supplier

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Dashboard: Print Topics List

This screen lets you handle receipt emails that don’t have an attachment or link, but are still important – like confirmation emails from services such as Apple, Bird, Lime, Facebook, etc. When the subject of an email matches one of the terms in this list, InvoDrive will generate a PDF

Dashboard: Excluded Topics List

What are excluded topics and why use them? In InvoDrive, not all emails contain receipts or invoices. Some emails might be quotes, reminders, or general correspondence. You can prevent such emails from being scanned and saved by adding specific words or phrases to your Excluded Topics List. How it works:

Dashboard: Managing Your Search Terms

In InvoDrive, your Search Terms List determines how the system identifies invoice-related emails in your Gmail inbox. You have full control over this list – add, edit, or remove keywords to improve the accuracy of the scanning. What is it for? InvoDrive automatically scans your Gmail inbox looking for emails

Dashboard: Supplier Management

How InvoDrive detects supplier names By default, InvoDrive creates folders based on the supplier name found inside the invoice document.If no clear name is found, it falls back to the email sender’s name. This page allows you to define your own custom folder name per email address – for full