Lesson 4 of 5 · 3 min

Emails and documents

The emails Register sends for you, their look, the address they come from, and the receipt and invoice layouts.

Automation → Emails
app.register.vereon.tech
Your dayCustomersSet upProductsGrowAutomationReportsSettingsLearning
Emails
New email
AutomationsEmailsDocumentsActivity
Your receipt · To customers
Your return · To customers
Team — something came back · To your team
Automation, then Emails, lists every email Register sends: To customers, like Your receipt, Your return and How was everything?, and To your team. Like the rest of Automation, it's for owners and admins.
The Clay Room — your receipt 1047
Thanks for coming in
Hi Amy, thanks for shopping with us. Here's your receipt 1047, and the PDF is attached.
Total £68.00 · paid by cash
View your receipt
Open one to change its words, then press Test to see it in your own inbox. Original words puts a built-in email back as it was.
Automation → Emails → Email design
Before
To start with
Your business logo
Footer: Sent by your business name
Email design
After
Your emails
Your logo, at the size you like
A header line, your colours
Your own footer
Email design, at the top of the Emails list, sets the logo, colours, header and footer for every customer email at once. Your team's own emails keep Register's look.
Settings → Email → Where your emails come from
Before
From Register's address
The Clay Room via Register
Replies come to you
Send from your own address
After
From you
The Clay Room <hello@yourstudio.co.uk>
In your own Sent folder
Your customers' emails come from Register's address with your business's name on them, and replies come to your Inbox. Rather they came from your own address? They'll look more like you, and land in your own Sent folder.
Settings → Email
app.register.vereon.tech
Your dayCustomersSet upProductsGrowAutomationReportsSettingsLearning
Where your emails come from
Send me a test
BusinessTill & paymentsEmailWhatsAppPolicies…
Google · Connect Google
Microsoft 365 / Outlook · Connect Microsoft
Another email host (SMTP) · Set up SMTP
Your domain, through Register · Use your domain
An owner or admin picks one under Send from your own address: Connect Google, Connect Microsoft, Set up SMTP for another email host, or Use your domain, through Register. Then press Send me a test. If your mailbox ever stops letting Register send, emails carry on from Register's address and Settings → Email says Reconnect.
Automation → Documents
Documents
Template
Receipt and base invoice
Always there
You
Redesign them
Or make a New document
Result
Every receipt PDF and invoice
Built on them
Documents holds the receipt PDF attached to each receipt email, and the base invoice every invoice is built on. Redesign either as you like; they can't be deleted.

Try it

Opens Register. You'll be asked to sign in first; new businesses get a free week, no card needed.

Choose where your emails come from

Quick check

2 quick questions. Pick an answer and Reggie will tell you how you did.

1. Can you delete the receipt PDF's layout?

YesNo, but you can redesign it

2. You connect your Google mailbox and it later stops letting Register send. What happens to receipt emails?

They stop until you fix itThey carry on from Register's address, and Settings → Email says Reconnect

Try it in Register, free for a week

Every lesson's Try it opens the real page, with Reggie pointing the way.

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