Included in every planStart the day with one email
A morning summary of yesterday, today and this week, sent to the people you choose at the time you choose.
- Yesterday invoices, payments and new quotes
- Overdue accounts, and today deliveries and pickups
- This week against last week, split by location if you have several
- Sent at your chosen time in your time zone, in English or Spanish
Learn more →Included in Starter and CompleteSend your email from your own address
Choose how your invoices, reminders and notices are sent: from your own domain, or through the mail server you already use. A test button shows it works before anything changes.
- Send from your own domain, for example invoices@yourbusiness.com, with clear steps for the few records to add
- Or connect your own mail server with a secure, encrypted login
- A test email first: nothing switches over until it works
- One screen shows who customers see as the sender, today's emails and any problem
Learn more →