Business and document management
Invoices, business and finding documents. Find a guide for your situation or browse the latest articles.
23 · Articles
Find invoices in email and keep them from getting lost.
61 · Articles
Work out who bills you for a service and where to find its invoice.
20 · Articles
Prepare the records, flag missing documents and hand them over clearly.
19 · Articles
Set up folders, an archive and a routine your small team can maintain.
13 · Articles
Resolve a missing invoice, an unreadable attachment or an unclear document.
5 · Articles
From quotes to payment reminders: keep track of invoices you send to clients.
The PDF link works for you but your accountant cannot access it. Check the recipient account, file sharing and company restrictions. Use the message template to ask for help.
Find who billed your subscription, which account holds the purchase and who to ask when a document is missing.
Does your accountant need the original email too? Choose a PDF with a note or an EML, download the Gmail message and check it before sending.
Arrange access to older invoices, future deliveries and supplier contact updates, with an example handover record and a message for your administrator.
Changed your profile but the invoice still names the old company? Separate future billing from a correction request, with a supplier message and accountant handoff note.
Recover a verified invoice from spam, distinguish a blocked sender from an inbox-hiding filter, and know when to ask your supplier for help.
Find the invoice message in Gmail, use its own Forward menu, then check recipients, attachments and quoted history before sending it to your accountant.
What to do when invoice PDFs exceed Gmail’s limit. Identify whether one file or the whole batch is too large, then send every original with a clear file list.
How to unzip invoices on Windows and Mac, check each PDF and spot missing documents. Includes a folder example and a message to your supplier.
Your invoice attachment has arrived, but your accountant cannot read it. Find out what to try when the preview fails or a password is required, and how to ask the supplier for a readable copy.
A practical guide for Outlook on the web and the new Outlook: choose the right mailbox, narrow the search and check beyond the month you expected.
Find a missing invoice in Seznam Email: search the supplier, check custom folders, bulk mail, spam and trash, and know when to request another copy.