The Automatic Email Sending feature allows you to automatically send invoices to your customers based on specific order activities.
Step 1: Open Automatic Email Sending Settings
- Go to Settings.
- Click the Automatic Email Sending tab.
You can enable any of the following options:
- Automatically send email invoices when orders are created.
- Automatically send email invoices when orders are fulfilled.
- Automatically send email invoices when orders are paid.
- Send a copy of all automatic emails (CC) to one or more email addresses.
Step 2: Connect an Email Provider
If you click Save without connecting an email provider, the following warning message will appear:
"No email provider connected. Please connect an email provider to enable email sending."
Click Go to Settings to connect an email provider.
Step 3: Choose an Email Provider
The following email providers are supported:
- Gmail
- Brevo
- SendGrid
- Zoho ZeptoMail
- Mailchimp
- Custom SMTP
Click Connect next to your preferred provider and complete the setup.
Once connected, the provider status will change to Connected.
To learn how to connect Gmail, refer to the following guide:
Step 4: Configure Automatic Email Triggers
- Go back to Settings → Automatic Email Sending.
- Select the checkboxes for the events when you want invoices to be sent automatically.
Step 5: Save Your Settings
Click the Save button.
After saving successfully, a green success message will appear confirming that automatic email sending has been enabled.
