The Send via email feature in bexio allows you to send invoices, quotes, and sales orders directly. It supports personalizing email templates with dynamic fields, managing up to five primary recipients and four in CC, and options for online links or PDF attachments. Bulk sending includes an online link valid for 365 days. The...
The preview feature allows you to visualize your documents without generating a PDF file. Compatible documents include quotes, sales orders, credit notes, purchase orders, and account statements. There are two preview modes: the PDF format, which is an exact replica of the final document, and the bexio network (for quotes, orders, and...
By default, bexio uses noreply@bexio.com as the sender address. To change the sender name and reply-to address, go to the e-mail sender settings, add a new sender, enter the name and reply address, validate the address via e-mail, and set it as the default sender. To hide noreply@bexio.com and use your own address, configure an SPF record...
This article explains how to create, customize, and manage email templates in bexio to automate your communications. Access the templates via Settings → All Settings → Functions & Modules → Email Templates. To create a template, select the document type, choose the language, and set the default option. Placeholders can be used to...