Custom Email Configuration
Guides & Configurations

Custom Email Configuration

Deliver invoices directly to your clients from your own domain name via AWS Simple Email Service (SES) or Mailgun.


Introduction

By default, system emails are sent from our domain. Connecting a custom email provider under your organization settings enables maximum white-labeling, high deliverability rates, and fully custom HTML layouts.

AWS SES Setup

To configure AWS Simple Email Service:

  1. Verify your domain identity inside the Amazon SES Console.
  2. Create an IAM User with AmazonSESFullAccess or specific ses:SendRawEmail permissions.
  3. Create credentials, copy the Access Key ID and Secret Access Key, and input them under Organization → Custom Email.
  4. Verify the active sender identity matches your approved SES identities.

Mailgun Configuration

For Mailgun integration:

  1. Acquire your sending domain and API Key from the Mailgun Dashboard.
  2. Enter your Domain Name, choose the region (US or EU), and provide the API Key.
  3. Fill out the "From Address" and "From Name" fields under organization preferences.

Template Variables

When customizing the email subject templates or body layouts, you can use variables inside double curly braces:

VariableDescription
{{invoiceNumber}}The number identifier (e.g. INV-0012).
{{clientName}}Recipient customer name.
{{total}}Formatted total amount including currency.
{{invoiceUrl}}Interactive link for viewing and download.