Email

Email connects your mailbox to the system: Email Account for sending and receiving, Email Domain, Email Template for standard wording, Newsletter and the Email Queue. Once an outgoing account is set, any document can be emailed from its form with the PDF attached, such as sending ACC-SINV-2026-00004 to Jivan Dahal. An incoming account can turn customer emails into Issues or Leads. The administrator sets it up once. Emails leave through the background workers, so a stuck queue shows up on the System workspace as well.

1. 01Go to Email from the sidebar.
2. 02Click Email Account > New with the mailbox details and tick Enable Outgoing.
3. 03Set it as the default outgoing account.
4. 04Create an Email Template for invoice emails with the payment details.
5. 05Open a Sales Invoice, click the email icon, and send with the PDF attached.
6. 06Check Email Queue if the customer reports nothing arrived.

Connect your mailbox so invoices can be sent from the system.

Send ACC-SINV-2026-00004 to Jivan Dahal by email.