Email delivery

​

Overview

​

Planned functionality

​

Email composition

• Recipient: Customer email from invoice (pre-filled)
• CC/BCC: Optional additional recipients
• Subject: Customizable subject line with default template (e.g., “Invoice #INV-123456 from [Company Name]”)
• Body: Editable message template with merge fields
• Attachment: Invoice PDF automatically attached

​

Email templates

• New invoice: “Here’s your invoice for [services/products]”
• Payment reminder: “Friendly reminder: Invoice #XXX is due on [date]”
• Overdue notice: “Payment overdue for Invoice #XXX”
• Payment received: “Thank you! Payment received for Invoice #XXX”

• {{invoice_number}}: Invoice number
• {{customer_name}}: Customer name
• {{amount}}: Total amount with currency
• {{due_date}}: Payment due date
• {{company_name}}: Your company name

​

Delivery options

1. Direct browser email: Use mailto: links to open default email client
2. SMTP integration: Configure your own email server
3. Email service providers: Integration with:
   • SendGrid
   • Mailgun
   • Amazon SES
   • Postmark

​

Email tracking

• Sent date: When email was sent
• Delivery status: Delivered, bounced, or failed
• Open tracking: Whether customer opened the email (if using service provider)
• Click tracking: Whether customer clicked links (if using service provider)

​

Current workaround

​

Option 1: Download and attach manually

1. Click Download PDF on the invoice detail page
2. Open your email client
3. Compose a new email to your customer
4. Attach the downloaded PDF
5. Send

​

Option 2: Use browser mailto

1. Download the PDF
2. Note the customer’s email from the invoice
3. Open your email client with: mailto:[email protected]?subject=Invoice #INV-123456
4. Attach the PDF
5. Send

​

Technical implementation preview

​

Expected code structure

// Future implementation (not yet available)
export async function sendInvoiceEmail(
  invoice: Invoice,
  options: EmailOptions,
): Promise<EmailResult> {
  // Generate PDF as blob
  const pdfBlob = await generateInvoicePDFBlob(invoice);
  
  // Prepare email payload
  const payload = {
    to: invoice.customer.email,
    cc: options.cc,
    bcc: options.bcc,
    subject: options.subject || `Invoice ${invoice.invoiceNumber}`,
    body: options.body,
    attachments: [
      {
        filename: `Invoice_${invoice.invoiceNumber}.pdf`,
        content: pdfBlob,
        contentType: "application/pdf",
      },
    ],
  };
  
  // Send via configured method
  return await emailProvider.send(payload);
}

​

Expected data structure

interface EmailOptions {
  to?: string; // Override default customer email
  cc?: string[];
  bcc?: string[];
  subject?: string;
  body: string;
  template?: string; // Template ID
}

interface EmailResult {
  success: boolean;
  messageId?: string;
  sentAt?: string;
  error?: string;
}

interface EmailTemplate {
  id: string;
  name: string;
  subject: string;
  body: string;
  createdAt: string;
}

​

Email service configuration

​

SMTP settings

interface SMTPConfig {
  host: string; // e.g., smtp.gmail.com
  port: number; // e.g., 587
  secure: boolean; // Use TLS
  username: string;
  password: string;
  fromEmail: string;
  fromName: string;
}

​

Service provider settings

interface EmailServiceConfig {
  provider: "sendgrid" | "mailgun" | "ses" | "postmark";
  apiKey: string;
  fromEmail: string;
  fromName: string;
  replyTo?: string;
}

​

Automatic email triggers

​

Status-based triggers

• On status change to “sent”: Automatically email invoice to customer
• On status change to “paid”: Send payment confirmation
• On status change to “cancelled”: Send cancellation notice

​

Time-based triggers

• X days before due date: Send payment reminder
• On due date: Send “payment due today” notice
• X days after due date: Send overdue notice
• Weekly: Send overdue reminder for unpaid invoices

​

Configuration

interface EmailAutomation {
  enabled: boolean;
  triggers: {
    onSent: boolean;
    onPaid: boolean;
    reminderDaysBefore: number; // e.g., 3 days before due
    overdueReminderDays: number; // e.g., 7 days after due
  };
  templates: {
    newInvoice: string; // Template ID
    reminder: string;
    overdue: string;
    paid: string;
  };
}

​

Privacy and security considerations

• Never store passwords in plain text: Encrypted before storage
• Support OAuth: For Gmail, Outlook, and other providers
• Allow local-only mode: Use mailto: without external services
• Respect data privacy: No invoice data sent to third parties unless you configure it

​

Expected release

• Current status: In Development
• Expected timeline: Q2 2026
• Priority: High

​

Feature requests

• Integration with a specific email service
• Custom email template requirements
• Bulk email capabilities
• Advanced automation rules

​

Current UI indicator

<Button variant="secondary" disabled>
  <Mail className="h-4 w-4" />
  Send Email{" "}
  <span className="text-xs text-(--muted)">(Coming Soon)</span>
</Button>