Email & messaging settings

Configure how the platform sends email and text so invoices, reports, reminders and campaigns are delivered reliably.

Where to find it

Open the communication settings from Settings.

Steps

  1. Configure your email sending settings.
  2. Set up text messaging where you use it, including the service report link.
  3. Confirm the sender identity customers will see.
  4. Send a test to verify delivery.

Tips

  • Getting delivery settings right once means invoices and reports reliably reach customers.
  • Check the send log in the Message Hub to confirm messages are being delivered.

Related guides