Simple Invoices

    Email Settings

    Configure Simple Invoices to send emails directly to your customers.

    SMTP Configuration

    Go to Settings → System Preferences → Email Settings:

    SettingDescriptionExample
    SMTP HostYour email serversmtp.gmail.com
    SMTP PortServer port number587 (TLS) or 465 (SSL)
    Use SMTP AuthenticationEnable if server requires logintrue
    SMTP UsernameYour email addressinvoices@yourcompany.com
    SMTP PasswordYour email password or app password:
    SecurityEncryption methodtls, ssl, or none
    Use Local SendmailUse server's built-in mailfalse

    Common SMTP Providers

    ProviderHostPortSecurity
    Gmailsmtp.gmail.com587TLS
    Outlook/Office 365smtp.office365.com587TLS
    Yahoosmtp.mail.yahoo.com587TLS
    Zohosmtp.zoho.com587TLS
    SendGridsmtp.sendgrid.net587TLS
    Amazon SESemail-smtp.us-east-1.amazonaws.com587TLS
    Mailgunsmtp.mailgun.org587TLS

    Gmail Note: You may need to use an App Password instead of your regular password if 2-factor authentication is enabled.

    Testing Email

    After configuring, test email delivery:

    1. Go to any invoice
    2. Use the Export button to send via email
    3. Check if the customer receives the email
    4. Review tmp/log/si.log for any email errors

    Email Templates

    Emails include:

    • The invoice as a PDF attachment
    • A message body with invoice summary
    • Your company branding and contact details

    Troubleshooting

    IssueSolution
    Connection refusedCheck host and port are correct
    Authentication failedVerify username and password
    Certificate errorTry different security setting (TLS vs SSL)
    Email not receivedCheck spam folder, verify recipient address
    TimeoutFirewall may be blocking the SMTP port