Email Invoices

Send invoices directly to customers via email: with PDF attachments, customisable templates, and support for CC/BCC.

Email Configuration

Configure SMTP settings under Settings → System Preferences:

SettingDescription
SMTP HostYour email server (e.g., smtp.gmail.com)
SMTP PortPort number (587 for TLS, 465 for SSL)
AuthenticationUsername and password
SecurityTLS or SSL encryption

Sending an Invoice

From any invoice's Quick View or Manage screen:

  1. Click Email Invoice
  2. The To field auto-fills from the customer's email
  3. The From field auto-fills from the biller's email
  4. Add CC/BCC recipients if needed
  5. Customise the subject and message body
  6. The invoice PDF is attached automatically
  7. Click Send

Email Engine

Powered by PHPMailer 6.10: a modern, well-maintained email library:

  • Full SMTP authentication support
  • TLS 1.2/1.3 encryption
  • HTML email with plain-text fallback
  • PDF attachment handling
  • Multiple recipients with comma/semicolon separation

Email Templates

Email bodies use Blade templates stored in templates/emails/. Customise the subject line, greeting, message body, and footer per your branding.