Sending email

Softbooq emails invoices, quotes, payment reminders and notifications on your behalf. Out of the box it sends them for you, up to a monthly limit. To send from your own address or send more, connect your own mail server. Everything is in Settings → Messaging & Channels → Email Service.

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Who the email comes from

Under Notification Email, set the Display Name your customers see, and the From Address for providers that send from an address you choose.

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Choose a provider

Under Choose Email Provider: Send yourself a test with Test Connection: it uses what is on screen, including an API key or password you have typed but not saved yet, so a wrong one shows before you save. Then choose Confirm Configuration to save. A saved API key or password is kept where only Softbooq’s servers can read it. The field shows that one is stored, never the value, and nobody in the workspace can read it back. To change it, type a new one and save. The change takes effect at once: every email from then on goes through the new provider. If a provider was already saved, Softbooq asks you to confirm before replacing it.

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When the free emails run out

With Default, the screen shows how many of this month’s free emails you have used. Once they are used up, further emails are Held rather than lost. Connect a provider, then send them again from Email Activity.

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See what was sent

Email Activity lists the latest 500 emails from your workspace: when, to whom, the subject, what kind of email it was, and its status (Sent, Pending, Failed or Held). Search by recipient or subject. Sent means your provider accepted the email. With Brevo, you also see whether it arrived: Delivered, Bounced, Address invalid, Refused, Marked as spam or Delayed. Admins can Send again a failed or held email, or send all held emails at once. They go out within 5 minutes.

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See also