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:

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.
