The Automatic Email Sending feature allows you to automate your workflow by sending invoices directly to your customers email addresses based on specific order activities.
Step 1: Go to Automatic Email Sending Settings
Navigate to Settings → Click on the Automatic Email Sending tab.
You will see the following options to choose from:
- 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 (enter one or more email addresses to CC)
Step 2: What Happens if No Email Provider is Connected?
If you click Save without connecting an email provider first, a warning popup will appear:
"No email provider connected. Please connect an email provider to enable email sending."
Click Go to Settings.
Step 3: Connect an Email Provider
Here you can see all available providers: Gmail, Brevo, SendGrid, Zoho ZeptoMail, Mailchimp, and Custom SMTP. Connect any one of them by clicking the Connect button.
Step 4: Provider Connected Successfully
Once you connect a provider (e.g., Gmail), it will show as ✅ Connected.
To learn how to integrate Gmail, please refer to the Gmail Integration guide provided below.
https://docs.webplanex.com/app/webplanex-invoice/article/gmail-integration
Step 5: Configure Automation Triggers
Now go back to Settings → Automatic Email Sending.
Select the checkboxes based on when you want invoices to be sent automatically.
Step 6: Saving Your Settings
After selecting your preferred triggers, click the Save button at the bottom right.
When you save successfully, you will see a green success message.
This confirms your automation is now active.