Pennylane
Sending emails
Configuring automatic emails in Pennylane
Automatic sending of invoices and quotes by email
When you enable automatic email sending in the connector settings, we use the default email templates configured in your Pennylane account.
How it works
- Templates used: We use your default invoice and quote templates already configured in Pennylane.
- Customer language: Based on the customer's billing language, we automatically select either the default French template or the default English template.
Configuring templates
To customize the content of the emails sent:
- Log in to your Pennylane account
- Go to Settings > Customer invoicing > Emails
- Edit the default templates to suit your needs
Good to know: You can customize the email subject and body, as well as add dynamic variables such as the customer name, invoice number, etc.
Document types concerned
Automatic email sending can be configured for:
- Invoices: Sent automatically after validation
- Quotes: Sent automatically after creation (if configured)
Important: Email sending is only possible for validated/finalized documents. Drafts cannot be sent by email.