Send invoices and memos from your own email address

When a client gets an invoice or memo from an address they don't recognize, it can sit unopened or land in spam. Now the emails Elefta sends can come from your own business address, so clients see your name and reply straight to you.

Two ways to set it up

Both are in Settings, then Documents, then Email, and they work with any email address.

Connect your mailbox. Sign in with Google Workspace or Microsoft 365, and Elefta sends through your mailbox. Copies land in your own Sent folder, and replies thread normally.

Verify your domain. If you'd rather not connect a mailbox, add two DNS records to prove you own your domain. Elefta shows each record with a copy button. A domain shows as pending until it's verified, which can take a little while. After that it works like a connected mailbox, except copies won't appear in your Sent folder.

Settings for each template

Every invoice and memo template has its own settings:

Sends from. The address that template sends from, so a retail template and a wholesale template can each use their own.

On Email click. Send the email straight away, or open a ready-to-edit draft first.

Automation. Do nothing, ask you to approve, or email the client automatically whenever a new invoice or memo is created. Automatic emails never fire on imports, never send twice, and several documents created in a row go out as one summary.

Reminders and replies

Payment reminders go out from your address too. Replies come back to you, not to Elefta, and a short notice confirms each email as it sends.

If a connection stops working

Mailbox sign-ins expire and DNS records get deleted. When that happens, Elefta marks the account as needing attention and tells you. By default, it holds the email until you reconnect, and a held payment reminder is retried on the next cycle. If you'd rather never miss a send, turn on the option to send from Elefta's own address in the meantime. See more about sharing invoices and listings from Elefta.