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Tuesday, September 28, 2021

How to configure Invoice Plane for in-app invoice mailing

Invoice Plane is a strong open-source invoicing instrument completely suited for small-business knowledge facilities. Jack Wallen reveals you the way to add invoice emailing to the applying.


Image: iStock

Recently I walked you thru the method of deploying InvoicePlane to an on-premise knowledge heart (see Deploy this highly effective open-source invoicing system to your knowledge heart). Since then, that instrument has turn into the go-to for all of my invoicing wants. It makes it very simple for you to create a consumer listing, merchandise/companies, and generate professional-quality invoices to ship to these for whom you present service.

SEE: Kubernetes: A cheat sheet (free PDF) (TechRepublic)

Since my authentic setup, I used to be producing invoices, downloading them to my native machine, after which emailing them to the required contacts. I made a decision I wished to minimize out the center man and e mail them straight from Invoice Plane. Fortunately, the builders added that function to the applying.

I’m going to present you the way to configure Invoice Plane to use Google’s Gmail SMTP servers with Invoice Plane. Once you have got this up and working, it is only a matter of sending the invoices from inside the app, thereby chopping out a step. At the tip of the day, you may be glad for that simplified course of.

What you may want

To make this work, you may want two issues:

  • A working occasion of InvoicePlane that may attain the web.
  • A Google Account.

If you do not need to choose to go the Google route for SMTP, you may both arrange your Invoice Plane occasion to additionally act as an SMTP server or you may choose to use an inside SMTP server that resides inside your knowledge heart. For the sake of simplicity, I’ll exhibit utilizing Google’s SMTP servers.

How to create a Google app password 

If you utilize multi-factor authentication together with your Google account (and you must), you may want to create an app password. To try this, go to the Google App Password web site. From the Select App drop-down (Figure A), choose Email. From the Select Device drop-down, choose Other after which give it the identify Invoice Plane. Click Generate and ensure to copy the 16 character password.

Figure A


Creating a Google App Password.

How to configure SMTP with InvoicePlane

With your app password on the prepared, log into Invoice Plane as an admin consumer and click on the Gear icon within the higher proper nook of the window. In the ensuing window, click on the Email tab and choose SMTP from the choices. You’ll then want to fill out the entire required info for the SMTP server (Figure B). When utilizing Google’s SMTP server, listed here are the main points:

  • SMTP Server Address: smtp.google.com
  • SMTP Sender Address for system emails: smtp.google.com
  • Requires authentication: sure
  • SMTP Username: Your Gmail deal with
  • SMTP Password: Your generated app password
  • SMTP Port: 587
  • Security: TLS
  • Verify SMTP certificates: No

Figure B


Entering the SMTP particulars for Invoice Plane.

Click Save on the prime proper nook of the window and also you’re all arrange to ship e mail.

How to ship an invoice from inside the app

Select an invoice from Invoices | View Invoices. Click the related Options button after which click on Send Email (Figure C).

Figure C


Sending an invoice from inside Invoice Plane.

This motion will open a template which you could customise for the e-mail (Figure D). 

Figure D


The invoice e mail template which you could customise earlier than sending.

Once you’ve got custom-made the e-mail to your liking, click on Send and the invoice shall be delivered to your consumer. All you have got to do now’s wait for them to remit cost.

Enjoy this newfound (and easier) workflow with InvoicePlane. If you are a busy freelancer or small enterprise like me, this utility ought to very a lot be in your radar. Get it up and working, so you may take management of managing your invoices.

Subscribe to TechRepublic’s How To Make Tech Work on YouTube for all the newest tech recommendation for enterprise professionals from Jack Wallen.

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