Docs/Custom SMTP Setup
Email Deliverability Guide

Connecting Custom SMTP Email

Step-by-step guide to send invoices and automated reminders directly from your own company domain (Google Workspace, Microsoft 365, AWS SES, or Custom Mail Server).

1Why Custom SMTP Matters

Sending invoices from your own authenticated email address ensures maximum client trust and 100% inbox deliverability:

Zero Spam Flags

Invoices pass SPF, DKIM, and DMARC verification seamlessly.

Your Brand Identity

Emails arrive from billing@yourcompany.com, not an unknown third-party.

Direct Client Replies

When clients hit Reply, emails route straight to your inbox.

2Google Workspace / Gmail Setup

To connect Google Workspace or Gmail to BillPond:

  1. Go to your Google Account > Security > 2-Step Verification.
  2. Scroll to App passwords and create a new password labeled "BillPond".
  3. In BillPond, navigate to Settings > Email Settings.
  4. Select Gmail / Google Workspace as your provider.
  5. Enter your email address and paste the 16-character App Password.
  6. Click Send Test Email to verify authentication.

3Microsoft 365 & Outlook Setup

For Microsoft 365 or Outlook accounts, configure SMTP server details:

SMTP Host: smtp.office365.com
Port: 587 (STARTTLS) or 465 (SSL)
Username: your-email@company.com
Encryption: TLS

4Configuring Automated Reminder Sequences

Once SMTP is connected, navigate to Settings > Email Reminders to configure:

  • Upcoming Due Notice: Dispatched 3 days before invoice due date.
  • Due Date Reminder: Sent on the exact settlement date.
  • Overdue Escalation: Automated reminder cadence (3 days, 7 days, 14 days overdue).