Email and communications
Configure outbound email, templates, scheduled messages, announcements and internal collaboration.
Configure SMTP email delivery
Configure SMTP email deliveryConnect the approved mail service and send a test message before enabling live workflows.
Open guide →GuideConnect Google or Microsoft SMTP OAuth
Connect Google or Microsoft SMTP OAuthAuthorise supported providers without storing a normal mailbox password.
Open guide →GuideEdit email templates
Edit email templatesCustomise subjects and content while preserving required merge fields and links.
Open guide →GuideEnable or disable email templates
Enable or disable email templatesControl individual messages or entire template groups without deleting content.
Open guide →GuideReview queued email and delivery issues
Review queued email and delivery issuesInspect pending messages and clear the queue only after identifying the underlying problem.
Open guide →GuideSchedule an invoice email
Schedule an invoice emailChoose a future date and time for an invoice message.
Open guide →GuideSchedule an estimate email
Schedule an estimate emailPrepare a future estimate delivery while keeping the document available for review.
Open guide →GuideCreate and publish an announcement
Create and publish an announcementSend time-limited internal announcements to selected staff audiences.
Open guide →GuideHR Email Alert Centre →
Open guide →GuideHR Notification Automation →
Open guide →GuideeCommerce & POS Module overview
eCommerce & POS Module overviewStart with the complete code-backed module map.
Open guide →WorkflowCheckout, client invoices, guest orders and email
Checkout, client invoices, guest orders and emailThis section documents identity fields, payment choices, mandatory terms, rate limiting, order tokens, native invoices and branded email.
Open guide →