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Managing Premiere Email Invoices and Receipts: Organize Your Inbox for Efficiency
If you’re a busy consultant processing a high volume of sales, your email inbox can quickly become overwhelmed with copies of Premiere invoices and receipts, potentially burying important emails you don’t want to miss. By setting up email filters, invoice-related emails are automatically routed to their own folder, keeping them separate from other important messages. This prevents you from missing or overlooking anything critical, allows you to easily access all invoice-related emails in one place, and ensures your inbox stays organized for a smoother workflow.
This guide will show you how to filter and organize these emails to stay on top of your business without the clutter. Follow the steps below for Gmail, Yahoo, and Outlook to set up email filters/rules that work for you. If you can’t find the proper instructions for your email service, please reach out to the Wayroo support team.
How to Filter Emails:
- Gmail
- Yahoo
- Outlook
- Open Gmail.
- In the search box at the top, click Show search options .
- In the From field, Enter “noreply@wayroo.com”.
- At the bottom of the search window, click Create filter.
- Check the boxes:
- Skip the inbox (Archive it).
- Mark as read.
- Apply the label:
- Select the Choose Label dropdown.
- Select New Label…
- We suggest naming your new label something like “Receipts/Invoices” or “Premiere”.
- Select Create once you have named your label.
- Apply filter to __ matching conversations.
- Click Create filter.
To direct new emails to new folder:
- Open Yahoo Mail.
- Click the 3 dots under Folders in the Left vertical menu, then select Settings.
- In the new window, select Filters from the new left vertical menu.
- Select the + next to Add new filters.
- Under Filter Name, create a name for your filter such as “Receipts/Invoices” or “Premiere”.
- Under Set Rules, click the arrow next to From to expand the dropdown.
- Click the arrow next to Select a filter criterion, select contains.
- In the Type a filter value input field, enter “noreply@wayroo.com”.
- Under Choose a folder to move to, enter a name such as “Receipts/Invoices” or “Premiere” in the Folder name input field.
- Click save.
To move existing emails to new folder:
- Open Yahoo Mail.
- In the Search your mail box at the top, click Advanced.
- In the input field next to From, enter “noreply@wayroo.com”.
- Click Search.
- Select the checkbox next to the number of messages returned to select all messages.
- Click the Folder icon and select the folder you created while creating a filter.
- Open Outlook for Desktop.
- Ensure you are using New Outlook for this procedure.
- ***Note: You can only create rules in Outlook for emails with outlook.com or hotmail.com domains***
- Right-click a receipt/invoice email in your inbox.
- Hover over Rules, and click Manage Rules.
- In the pop-up window, select Add a Rule+.
- Enter a name for the Rule, such as “Receipts/Invoices” or “Premiere”.
- Under Add a condition, click the dropdown arrow next to Select a condition.
- Select From.
- In the Input field next to From, enter “noreply@wayroo.com”.
- Under Add an Action, click the dropdown arrow next to Select an action.
- Select Move to.
- Click the dropdown arrow next to Select a folder.
- Click Create new folder and name the folder something such as “Receipts/Invoices” or “Premiere” then click Save.
- Click Add another Action and select the dropdown arrow next to And…
- Select Mark as Read.
- Check the box next to Run Rule Now.
- Click Save at the bottom of the window.
By setting up these filters, you’ll ensure that your Premiere invoice/receipt emails are neatly organized, freeing up your inbox for other important messages. This small adjustment can make a big difference in your daily workflow!