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HashBookHashBook Help

Email sending

Set up once

Section titled “Set up once”

Settings → Email:

  1. Pick your provider — Google Workspace / Gmail, Zoho, Microsoft 365, Amazon SES, Resend or any SMTP server. Presets fill in the server details.
  2. For Gmail / Google Workspace, make an app password first: Google account → Security → App passwords.
  3. Fill in the username, password and From address.
  4. Tick Send emails → Save → Test. The test shows the server’s answer straight away.

The password is stored encrypted.

What gets emailed

Section titled “What gets emailed”
  • Quotations — Send on a quotation emails the customer contact with the PDF and the online link.
  • Invoices — open an issued invoice → Email → check To and the message → Send. The PDF is attached and the invoice is marked Sent.
  • Payslips — when you Mark as paid, keep Email each person their payslip ticked.
  • Reports — any report → Email, or a saved view on a schedule.
  • Notifications — in-app notifications can also go by email (company switch + each person’s preference).

Did it go?

Section titled “Did it go?”

Settings → Email → Outbox shows Sent, Waiting or Failed (with the reason).

  • Until email is set up, messages wait — nothing is lost.
  • Failures retry by themselves (after 1, 5 and 30 minutes, 2 hours and 6 hours).
  • Fixed the settings? Click Retry now.