Dashboard
Recent Invoices
Recent Expenses
Profit & Loss
Invoices
Quotes
Purchase Orders
Receipts
Saved Services
Subscriptions
Pricing Sheet
| Service / Package | Setup Fee | Monthly | Yearly |
|---|
Payments
Expenses
Clients
Suppliers
Receipt Images
● Received from Clients
Proof of payment sent to you by clients
● Payments You Made
Receipts for expenses and bills you paid
Email Settings
EmailJS Configuration
Setup Guide
1. Go to emailjs.com and create a free account
2. Add an Email Service (Gmail recommended) → copy service_id
3. Create an Email Template with these variables:
| {{to_email}} | Recipient email address |
| {{to_name}} | Recipient name |
| {{subject}} | Email subject line |
| {{message}} | Intro message (also included inside doc_html) |
| {{doc_html}} | The complete email — set as your template body |
4. In your EmailJS template, set the body/content field to just: {{{doc_html}}} (triple braces to allow HTML)
5. Go to Account → API Keys → copy your public_key