Sending billing documents by e-mail
freispace can automatically send billing documents such as invoices by e-mail. This also works with both regular and recurring invoices.
General setup
freispace will send the e-mails on your behalf with your company name clearly visible. By default, freispace sends these messages from the e-mail address e-invoice [at] freispace.com
and signs them using S/MIME. The e-mails will typically include the document (e.g. invoice) as an attachment.
Recipients / CC & BCC
Your e-mail will be delivered to the recipient e-mail addresses specified when creating the document.
You may add an unlimited number of CC and BCC recipients that should be included in every outgoing e-mail in the settings:
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Go to the Team settings.
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Click the Invoicing tab.
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Scroll down to E-mail delivery, add your CC and BCC recipients, and click Save.
A great use case for this feature is to automatically BCC all outgoing invoices to your controlling department.
Custom e-mail sender
You can set up a custom SMTP server to send e-mails from.
Benefits to setting up your own SMTP server for outgoing documents:
- It allows you to ensure all e-mails are only handled by your infrastructure.
- You can control the e-mail address of outgoing documents.
- Your customers may have whitelisted your domain or e-mail address, leading to safer deliverability.
Caveats to consider:
- freispace can no longer sign/verify e-mails using S/MIME
- There may be potential delivery issues if your server is set up incorrectly.
- Your SMTP server needs to be accessible to our servers. In case of issues, delivery will be delayed.
- freispace can no longer assure correct delivery or warn you of failed deliveries.
Follow this guide to set up sending via your own SMTP server.
Failover strategy
freispace will try three times to send an e-mail. If there are issues, we will notify the user of such issues.
If you are using a custom SMTP server, we will try reaching and sending the e-mail three times. If your server fails to be reachable or accept our send request, depending on your settings, we will use the freispace servers as a fallback.