General

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:

Button to send invoice via email

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

Dialog for sending an invoice via email in Cakedesk

#Changing the Default Emails

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

Adjust email templates for sending invoices and more in Cakedesk

#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.

Dialog for verifying your email with Cakedesk