Email setup and templates
Fiscal sends documents by email from your own company address. Connect your mail account once, then set up a template for each kind of document.
Connect your email account
Open Settings›Email›Email Setup. Ask whoever manages your email (or your email provider's help pages) for the SMTP settings.
| Field | What to enter |
|---|---|
| SMTP Host | Your provider's outgoing mail server, for example smtp.office365.com for Microsoft 365 or smtp.gmail.com for Google Workspace. |
| Port | Usually 587. |
| SMTP Username / Password | The mailbox that sends the emails, and its password. Many providers require an app password here instead of the normal password. When you edit the settings later, leave the password empty to keep the saved one. |
| Use SSL/TLS | Keep it on. Almost every provider requires it. |
| Active | Turn it on to send emails from this account. |
| From Email / From Display Name | The sender customers see, for example accounts@yourcompany.com and Your Company Name. |
| Default Reply-To | Where replies go, if that is a different address. |
Click Send Test Email to check the settings, then save.
Email templates
A template is the subject and text of the email for one kind of document. Open Settings›Email›Email Templates and choose the Voucher Type.
- Click New Template.
- Enter the Template Name and the Subject, for example
Invoice {{FullVchNo}} from Your Company. - Write the Body (HTML). It uses the same
{{placeholders}}as the Print templates, such as{{CustomerName}}and{{FullVchNo}}. - Optionally, enter a Default CC and Default BCC (comma-separated addresses), for example your accounts mailbox.
- Tick Set as default for this voucher type and save.
Send a document by email
- Open the document in its center and click Send Email.
- Check the To address (taken from the customer or vendor) and add CC, BCC or a Reply-To if needed.
- Choose the Email Template, and add a personal message if you like. It appears at the top of the email.
- Choose which print template to attach as the PDF (Attach as), tick Send a copy to myself if you want one, and add other files if needed.
- Click Preview to check the email, then send it.
If you see No email account is configured, the email account above hasn't been set up or isn't active yet.
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