Setup › Company

Email Preferences

Controls how Wexbourne ERP addresses, signs and sends outbound email for the whole account.

Sending

From Name

Appears in the recipient’s inbox

From Address

Reply-To Address

Bcc Address

Sending Domain

Daily Send Limit

Signature

Appended to every message sent from a transaction form

Attach the signature to replies as wellSend transaction PDFs as attachmentsOtherwise a secure link is sent instead

Templates

Manage Templates New Template

No email templates yet

Templates hold the subject line and body used when Wexbourne ERP emails an invoice, a purchase order or a payment receipt. Create one and it becomes selectable on every transaction form.

Create your first template

Default Invoice Template

Default Purchase Order Template

Default Statement Template

Notifications

Email a copy of every invoice sent to a customerEmail the vendor when a purchase order is approvedEmail the submitter when an expense report is rejectedSend payment receipts to customers automaticallySent when a customer payment is applied in fullSend dunning reminders on overdue invoicesAt 7, 14 and 30 days past the due dateCopy the account owner on all outbound transaction emailSend a bounce report to the sender

Bounce Handling

Bounce Report Recipient