Emails

Lago can automatically email invoices, payment receipts and credit notes to your customers. All email scenarios are off by default, so turn on the ones you need.

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SMTP setup on Lago Cloud

Lago handles SMTP settings for you. Custom SMTP is available for Enterprise customers.

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SMTP setup on Lago Self-hosted Premium

To use the email feature, configure your environment variables as described here.

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Prerequisites for sending emails

To send emails to your customers, you will need to:

1. Define an organization email in Settings > [Your billing entity] > General > Information;
2. Optionally, add your organization’s logo;
3. Turn on the relevant email scenarios in Settings > [Your billing entity] > Email scenarios;
4. Define the customer’s email address during customer creation/edition;
5. To send invoices to multiple recipients, define multiple email addresses at the customer level, separated by commas. (e.g. billing@acme.com,accounting@acme.com,finance@acme.com)

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Email scenarios

Lago automatically sends email notifications to your customers in three key scenarios:

1. When an invoice is finalized (including subscription invoices, one-off invoices, or credit purchase invoices);
2. When a payment receipt is generated for a successful payment; and
3. When a credit note is issued to adjust or refund an invoice.

By default, all scenarios are switched off. To turn these scenarios on/off:

1. Go to Settings;
2. Open the Email scenarios tab;
3. Toggle each scenario on/off; or
4. Click on a scenario to see the corresponding email; and
5. Use the toggle in the upper-right corner to switch this scenario on/off.

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Email locale

The content of the email is based on the organization or customer’s document locale. The email uses the same locale as the invoice it accompanies.

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Email sending address

For the cloud version, Lago uses no-reply@getlago.com as the sending email address. Customer replies go to the email address you set for your organization in the organization settings.

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Email template

Some information in the email template comes from your account settings:

1. The logo of your organization;
2. The name of your organization; and
3. The email address of your organization.

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Resend emails

You can resend an invoice, credit note, or receipt email, and choose the recipients. To resend an email:

1. Navigate to the specific invoice or credit note you want to resend;
2. Click on the Resend email button in the Actions menu;
3. In the dialog that appears, customize your recipients:
   • To: Enter the main recipient email addresses
   • CC: Add any recipients who should receive a copy
   • BCC: Add any recipients who should receive a blind copy
4. Click Resend to send the email to your selected recipients.