Emails

In Cakedesk, you can send invoices and proposals to your clients via email (available since version 1.19.0).

#Sending Invoices and Proposals via Email

To send an invoice or proposal via email, just click the "Send…" button next to the document:

This will open a dialog where you can customize the email before sending it.

#Changing the Default Emails

You can adjust the default email templates for invoices, credit notes and proposals. To do so, go to Settings > Emails.

#Variables

The email templates support variables that will be replaced with the actual values when sending the email.

The following variables are available:

#Client

client.name	The name of the client
client.firstName	First name of the client (or the client's contact person)
client.lastName	Last name of the client (or the client's contact person)

#Invoice / Proposal

document.id	The invoice or proposal ID
document.title	The title of the proposal (only available for proposals)
document.total	The total amount of the invoice or proposal (formatted)
document.date	The date of the invoice or proposal (formatted)

#Company

companySettings.name	Your company name
companySettings.vatId	Your VAT ID
companySettings.taxId	Your Tax ID (Steuernummer), only available for German users
companySettings.phone	Your phone number
companySettings.email	Your email address
companySettings.website	Your website URL
companySettings.iban	Your IBAN
companySettings.bic	Your BIC

#Email Verification

In order to prevent spam, you need to verify your email address before you can send emails. You will be prompted to do so when you first try to send an email or after changing your email address in the settings.