Connect your WordPress Store to emailreceipts.io

Gurastores

  1. 1. Go to Setup Automated Order Updates in your admin dashboard — Click on Connect Store to emailreceipts.io - WordPress

    Go to Setup Automated Order Updates in your admin dashboard — Click on Connect Store to emailreceipts.io - WordPress

  2. 2. Go to Store Connect | Email Receipts

  3. 3. Update any information that might be missing

    Update any information that might be missing

Gurastores

  1. 4. Click on Connect Store once all information has been entered correctly

    Click on Connect Store once all information has been entered correctly

  2. 5. Read the instructions carefully telling you what email to forward for extraction

    Read the instructions carefully telling you what email to forward for extraction

  3. 6. Copy your generated email address "*****@emrcpts.com" linked to your financial institution

    Copy your generated email address "*****@emrcpts.com" linked to your financial institution

Gurastores

  1. 7. Go to the mailbox where you receive email receipts from your financial institution - example: Gmail

  2. 8. Click on Advanced search options

    Click on Advanced search options

Emailreceipts

  1. 9. Type in the financial institution email address as provided in the emailreceipts.io forwarding email instructions

    Type in the financial institution email address as provided in the emailreceipts.io forwarding email instructions

  2. 10. Check again the instructions if necessary

    Check again the instructions if necessary

  3. 11. Depending on the case, you might add keywords in your advanced search to narrow down your search to only emails containing transactions for example emails containing the subject "paid you" (use the double quotes to emphasize those exact words in that order)

    Depending on the case, you might add keywords in your advanced search to narrow down your search to only emails containing transactions for example emails containing the subject "paid you" (use the double quotes to emphasize those exact words in that

Emailreceipts

  1. 12. Once done with filtering, click on "Search"

    Once done with filtering, click on "Search"

  2. 13. Click on the most recent email that corresponds to the emailreceipts.io instructions

    Click on the most recent email that corresponds to the emailreceipts.io instructions

  3. 14. Click on Forward

    Click on Forward

  4. 15. Copy your generated email address "*****@emrcpts.com" linked to your financial institution

    Copy your generated email address "*****@emrcpts.com" linked to your financial institution

  5. 16. Forward the email receipt to "*****@emrcpts.com"

    Forward the email receipt to "*****@emrcpts.com"

  6. 17. Click on Send to forward the email receipt to "*****@emrcpts.com"

    Click on Send to forward the email receipt to "*****@emrcpts.com"

  7. 18. Go back to emailreceipts.io and click on Verify to verify that the email receipt has been processed

    Go back to emailreceipts.io and click on Verify to verify that the email receipt has been processed

  8. 19. You should see 0 or 1 Receipt(s) found depending on whether the receipt has been processed yet or not

    You should see 0 or 1 Receipt(s) found depending on whether the receipt has been processed yet or not

  9. 20. If the receipt has not yet been processed, click on Refresh

    If the receipt has not yet been processed, click on Refresh

  10. 21. If it takes longer than 1min, click on Not working to check if the email was received and if it wasn't make sure that you sent it to the right email (you may also contact us if confused)

    If it takes longer than 1min, click on Not working to check if the email was received and if it wasn't make sure that you sent it to the right email (you may also contact us if confused)

Google

  1. 22. Usually email receipt processing takes 10-30s so eventually you should see that a receipt has been found

    Usually email receipt processing takes 10-30s so eventually you should see that a receipt has been found

  2. 23. Click on Looks Good to move to the next step

    Click on Looks Good to move to the next step

Google

  1. 24. Click on Connect through email forwarding if you want your mailbox to forward email receipts to emailreceipts.io

    Depending on your financial institution, you may choose to add the *****@emrcpts.com address as an additional notification email (meaning that the email gets notified as an additional email anytime your financial institution sends an email) or you might decide instead to do it from your mailbox where you can filter exactly what types of emails to forward to emailreceipts.io

    Most financial institutions do not send sensitive information through emails, so if yours does, you might want to use the advanced filter to only forward the receipts.

    Click on Connect through email forwarding if you want your mailbox to forward email receipts to emailreceipts.io

  2. 25. Copy input titled "******@emrcpts.com"

    Copy input titled "******@emrcpts.com"

Emailreceipts

  1. 26. Click on Search: Inbox

    Click on Search: Inbox

  2. 27. Click on Settings

    Click on Settings

Google

  1. 28. Click on See all settings

    Click on See all settings

  2. 29. Click on Forwarding and POP/IMAP

    Click on Forwarding and POP/IMAP

  3. 30. Click on Add a forwarding address

    Click on Add a forwarding address

  4. 31. Paste "*****@emrcpts.com" into input then Click on Next

    Paste "*****@emrcpts.com" into input then Click on Next

  5. 32. A popup window will open asking you to confirm: Click on Proceed

    A popup window will open asking you to confirm: Click on Proceed

  6. 33. Click on OK to confirm

    Click on OK to confirm

Google

  1. 34. Click on Emails to find the email sent for verification

    Click on Emails to find the email sent for verification

  2. 35. Click on View Emails of the appropriate linked financial account

    Click on View Emails of the appropriate linked financial account

  3. 36. By now, U should have 2 emails in your dashboard: 1 email receipt and 1 email confirmation

    By now, U should have 2 emails in your dashboard: 1 email receipt and 1 email confirmation

  4. 37. Copy the confirmation code from your email subject or inside the email body

    Copy the confirmation code from your email subject or inside the email body

  5. 38. Go to your mailbox Settings, Paste/Type in the code then Click on verify

    Go to your mailbox Settings, Paste/Type in the code then Click on verify

  6. 39. Click on Search / Advanced search options to setup a filter so you can only forward email receipts

    Click on Search / Advanced search options to setup a filter so you can only forward email receipts

Emailreceipts

  1. 40. Type your financial institution email, the email subject used in transaction emails for your institution

    If you do not know the right subject keywords your institution uses, leave it blank.

    Or if for example, the subject always contains "paid" or "sent" etc.

    Use the keyword and add double quotes to emphasize it.

    Note: U should also click on search first to make sure the results coming in are what you need to be forwarding.

    Type your financial institution email, the email subject used in transaction emails for your institution

  2. 41. Click on "Create Filter"

    Note: U should also click on search first to make sure the results coming in are what you need to be forwarding.

    Click on "Create Filter"

Google

  1. 42. Choose the address to Forward all future emails that fit the criteria of the filter created then check it

    Choose the address to Forward all future emails that fit the criteria of the filter created then check it

  2. 43. Once you have clicked on "Create filter", pat yourself in the back because you are done

    Once you have clicked on "Create filter", pat yourself in the back because you are done