#Emails
- Templates — every email LedgersLab sends, grouped by category (invoice
notification, payment receipt, estimate, statement, reminders, user invite,
portal invite, approvals…). Select one to edit its subject and body;
click a placeholder such as
%CustomerName%or%InvoiceNumber%to insert it. Email preview shows the result; Reset to default restores the built-in wording. Customised templates are tagged. - SMTP & Sender — by default mail goes through LedgersLab's sender. To send from your own domain enter SMTP host, Port, Use TLS, Username, Password, From name, From address and Reply-to, save, and Send test email; success marks the configuration Verified (editing any field clears it until re-tested).
#Follow Up
Payment follow-ups for unpaid invoices: the manual templates used by Follow up on an invoice (one for approaching due, one for overdue), and automated follow-ups — rules with a name, a schedule relative to the due date and a message, each with an Active switch. Run now processes today's automated follow-ups immediately instead of waiting for the nightly run.
#Reminders
Control the daily in-app reminders for overdue invoices and bills due soon. A reminder is created once per matching day for each user in your organisation. Invoice reminders — Remind about overdue invoices, Days after the due date; Bill reminders — Remind about bills due soon, Days before the due date.
#Notification Preferences
Choose which in-app notifications you receive. These apply to your account only — other people in your organisation set their own. Switch each kind on or off: Overdue invoices, Bills due soon, Approvals awaiting me, Approval reminders, Scheduled activity reminders and Payments recorded.