Email Integration Setup

Kazi sends emails on your behalf for invoices, payment reminders, and client communications. Here is how to configure email to work seamlessly with your brand.

Default Email Sending

Out of the box, Kazi sends emails from the platform's email service. These emails are delivered reliably and include your business name in the "From" field. For most freelancers, the default setup works perfectly.

Custom Sender Settings

Under Settings > Email, you can customize the sender name, reply-to address, and email signature that appears on all outgoing communications. This ensures clients see your brand, not Kazi's, in their inbox.

Email Types

Kazi sends several types of automated emails: invoice delivery (with PDF attached), payment reminders (escalating tone based on how overdue), payment confirmation receipts, quote/estimate delivery, and booking confirmations. Each type can be individually enabled or disabled.

Email Templates

Customize the content and design of your emails in Settings > Email > Templates. Each email type has a default template that you can modify with your own copy, branding colors, and call-to-action buttons. Use merge fields like {{client_name}}, {{invoice_number}}, and {{amount_due}} to personalize messages.

Delivery and Tracking

Kazi tracks email delivery and shows you when invoices are viewed by clients. If an email bounces or is marked as spam, you will see a notification so you can follow up through other channels.