Email Tab Reference

The Email Tab allows you to configure how emails are sent when generating PDFs.

Sender Info (Optional)

You can override the default sender information configured in your SMTP settings.

• Sender Name (Optional): The display name (e.g., "Accounting Dept").
• Sender Address (Optional): The "From" email address.
  • Note: Most SMTP providers (like Gmail or Outlook) will force this to match your authenticated account address to prevent spoofing. Usually, you should leave this blank unless you have a specific need and your provider supports it.
  • If left blank, the system uses the default address from your Profile settings.

Recipients

Configure who receives the email. You cannot type static addresses here; instead, you must map these fields to your data sources.

• Email To / Cc / Bcc: Select a variable from the dropdown.
  • The dropdown lists variables from your Data Tab (Transaction Mappings, Master Mappings, and Calculations).
  • Example: If your CSV has a column CustomerEmail, map it in the Data Tab, then select CustomerEmail here.

Email Content

Define the subject and body of the email. You can use dynamic variables to personalize the message.

Subject

The subject line of the email.

• Supports variables: Invoice for {{CustomerName}}

Body

The main content of the email.

• Supports multi-line text.
• Supports variables:

  Dear {{CustomerName}},
  
  Please find attached invoice {{InvoiceNo}}.
  Total Amount: {{Amount}}
  
  Thank you.