Sending payments received via Email

The ability to send Payments received to your clients via email is active on all subscription plans, including the free plan. The only requirement is that your email address has been verified. Once you complete the verification process, you will be able to send any type of payment received that can be printed via email.

Email sending page

To send a specific Payment received via email, first click the Email button located on its preview page. Afterward, you will be redirected to a page similar to the image below.

To (Recipient)

Initially, the system will automatically populate this field with the primary email address linked to the client's contact. If you want to change this, simply click the dropdown arrow next to the field to see a list of all email addresses associated with that client, and pick the one you prefer.

Want to use an email not listed? Just click on the New Address link. This allows you to manually input a different email. If it's an address you'll be using again, tick the Store the address on the contact for future use box, and the system will add this new email to the client's contact for you.

Cc (Carbon Copy)

The Cc field comes into play when you want to include additional email addresses beyond the primary recipient. You can manually type in one or multiple email addresses - simply hit Enter after each to lock them in.

When you click into this field, a dropdown will automatically appear, listing email addresses associated with your organization. This is a convenient way to keep your team members - such as your accounting department - updated when you've sent a receipt to a client.

If you often find yourself sending emails to the same set of CC addresses, you can automate this by going to Settings > Application settings and filling in the Default CC Email Addresses option. This way, your chosen email addresses will be automatically populated in the Cc field every time you send an email.

Bcc (Blind Carbon Copy)

The Bcc field allows you to include additional recipient email addresses that you don't want visible to the main recipient. The functionality of the Bcc field for selecting email addresses works identically to that of the Cc field.

Reply to

For security reasons and to ensure high deliverability, Elorus always sends all messages from a specialized application email address. However, you have the option to specify which email address will receive the recipient's reply if they choose to respond.

By default, the verified email address of the user sending the email is selected as the reply-to address. If you'd like to use a different address, navigate to Settings > Application settings and fill in the Reply to email address field. Note that you'll need to verify this address before it can be used. Once you've set a default reply-to address, that email will always be used as the sender, regardless of which user is logged in.

Email Template

The Email template defines various elements of the outgoing email, including the subject and the body of the message. While you can always modify the email content on the fly, templates are designed to reduce the manual typing required during the sending process.

By default, the Email template field will display the template you've set as your Default under the organization's Email templates settings. Of course, you can choose any other template you've created before sending the email.

Subject & Email Message

The initial suggested content of the email is automatically filled in based on the selected Email template. However, you can add extra information or manually modify both the Subject and the main Message (content) of the email using the corresponding fields on the form.

Attachments

When sending a Payment received via email, the PDF file of the receipt is always attached to the message. If you have added additional attached files to the Payment received and wish to share them with the recipients, you can select them from the Attachments field.

Daily email sending limits:

Each subscription plan has its own daily limit regarding the maximum number of emails you can send. Therefore, depending on your organization's plan, the limits are set as follows:

• The Free plan has a daily limit of 10 emails
• The Starter plan has a daily limit of 30 emails
• The Standard plan has a daily limit of 200 emails
• The Premium plan has a daily limit of 500 emails

Each email can have a limit of 3 recipients, plus the number of users in the respective organization. For example, for an organization with 2 users, you can set a total of 5 recipients. This limit applies separately for Cc and Bcc recipients. So, in the previous example, you could enter 5 Cc recipients and another 5 Bcc recipients.

If you need higher limits, you can contact us.

Email history

Elorus records details about the payment receipts you send via email, from the date of sending to their delivery to the recipients. Emails are marked with various statuses depending on the situation:

• Queued: The message is awaiting to be sent.
• Sent: The email service has sent the message, which may or may not have been delivered.
• Delivered: The recipient has received the message in their inbox.
• Deferred: The message has been delayed (e.g., due to a full mailbox, spam detection software). The service will attempt to deliver the message.
• Rejected: The email service refused to send the message. Try again.
• Bounced: The message was blocked. Check the email address for correctness and try again.

This history is available in two places:

1. Within the individual Payment received view page, under the creation details. By clicking the (i) icon on the right, you will see specific details about the last email sent.

2. Within each payment's history on the Events page.