InvoiceXO — Support & Install Guide

Getting started

Install InvoiceXO in Outlook

1

Open Outlook Web App

Go to outlook.office.com and sign in with your Microsoft 365 account. Open any email.

2

Open the Apps menu

Click the Apps icon (grid/puzzle piece) in the email toolbar → click Add apps → click Add from URL (or "Upload custom app").

3

Paste the manifest URL

Copy and paste this URL into the field:

https://invoicexo.com/manifest.xml

Click Add — InvoiceXO will appear in your Outlook ribbon immediately.

4

Connect OneDrive

Open any email with a PDF invoice attached and click InvoiceXO in the ribbon. Click Connect OneDrive and sign in with your Microsoft account. This only needs to be done once.

5

Extract your first invoice

Click the PDF attachment to select it, then click Extract Invoice Data. InvoiceXO will read the PDF and fill in vendor name, PO number, amount, and due date automatically.

6

Set your naming convention & save

Choose your file naming pattern using the token buttons — e.g. {vendor}_{po}_{amount}_{due} — then click Save to OneDrive. The renamed file is saved to your InvoiceXO folder automatically.

Desktop Outlook

Installing on Desktop Outlook (Win32)

1

Open File → Manage Add-ins

In desktop Outlook, click File → Manage Add-ins. This opens the add-in manager in your browser.

2

Add from URL

Click + → Add from URL and paste https://invoicexo.com/manifest.xml. Click Add.

3

Restart Outlook

Close and reopen desktop Outlook. InvoiceXO will appear in the ribbon when you open an email.

Gmail users

Install InvoiceXO in Gmail

1

Open Gmail

Go to mail.google.com and open any email.

2

Get your deployment ID

Sign up at invoicexo.com/signin — your welcome email includes the Gmail deployment ID you need for the next step.

3

Install via Google Workspace admin

Sign in to admin.google.com → Apps → Google Workspace Marketplace apps → Add app → Add custom app → enter the deployment ID from your welcome email → Deploy to your users.

4

Extract & save to Google Drive

Open any invoice email — InvoiceXO appears in the right sidebar automatically. Click Extract Invoice Data then Save to Google Drive. Files are saved to an InvoiceXO folder in your Drive.

IT Administrators

Deploy to your whole organisation

1

Open Microsoft 365 Admin Center

Go to admin.microsoft.com → Settings → Integrated apps.

2

Upload custom app

Click Upload custom apps → select Provide link to manifest file → paste https://invoicexo.com/manifest.xml.

3

Assign to users

Choose which users or groups get access. InvoiceXO will deploy to their Outlook within 24–72 hours.

Common questions

FAQ

Does InvoiceXO work with desktop Outlook?

Yes — InvoiceXO works in OWA (browser), desktop Outlook (Win32), and New Outlook. Mobile Outlook requires admin deployment via Microsoft 365 Admin Center.

Where are my invoices saved in OneDrive?

Invoices are saved to a folder called InvoiceXO in the root of your OneDrive. You can change the folder name in the Save Settings panel inside the add-in.

What file types does InvoiceXO support?

InvoiceXO currently supports PDF invoices. Word (.docx) and Excel (.xlsx) invoice support is coming soon.

How does the fraud detection work?

InvoiceXO automatically checks every invoice email for common fraud signals: display name mismatches, reply-to domain mismatches, newly registered sender domains, parked/for-sale domains, and suspicious redirect links. Warnings appear at the top of the taskpane before you process the invoice.

Can I customise the file naming convention?

Yes — use the token builder in the Save Settings panel to create your own pattern. Available tokens: {vendor}, {invoice}, {po}, {amount}, {due}, {date}. Example: {vendor}_{po}_{amount}_{due}.pdf

Is my invoice data stored on your servers?

Invoice PDFs are processed through our API (using Claude AI for extraction) but are never stored on our servers. Files are saved directly to your OneDrive.

What is PhishGuard and how does it protect me?

InvoiceXO includes PhishGuard fraud detection built in. Every invoice email is automatically scanned for spoofed sender domains, display name mismatches, reply-to fraud, newly registered domains, parked/for-sale domains, and suspicious redirect links — before you process any payment. No setup required.

What happens when my trial ends?

You'll receive an email reminder before your trial expires. After expiry, invoice extraction and OneDrive save are paused until you subscribe. Your OneDrive files are never deleted.

Support & Install Guide