Send via SMTP - Pixi Documentation

Overview

Send via SMTP Configuration allows you to send invoice emails directly from your own email address. This is ideal if you want full control over branding, deliverability, and sending reputation.

Note: Send via SMTP is available on the Business plan and above.

Setup Steps

Go to Pixi Settings and configure your SMTP connection.
- You’ll need details like host, port, username, password, and encryption type.
- Refer to the Configure SMTP connection guide for setup.
After configuration, go to Email → Create new automation.
Select Send via SMTP Configuration as the sender type.
Choose the Order type (Final Order or Draft Order).
Select your preferred Order template to attach as a PDF.

Sending Options

You can decide how Pixi sends emails:

Send automatically on a trigger event
Automatically deliver invoices when the chosen event occurs.
I’ll send manually
Send invoices from the Pixi Orders page or from Shopify Admin → More actions.

Trigger Events

SMTP automation supports:

Order created — send on new order.
Order updated — send when details change.
Order fulfilled — send when the order ships.
Order cancelled — send when cancelled.
Order paid — send after payment is complete.

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Customize Email Details

Edit the email fields to match your business style:

Subject line
Reply-to address
CC / BCC
Body text
Attachment name

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Using Variables

Insert dynamic values into your email content to personalize every message.

Common variables include:

{{invoice_name}}
{{invoice_number}}
{{link}} — download link to PDF
{{total_amount}}
{{order_date}}
{{shop_name}}
{{shop_phone}}
{{customer.first_name}}
{{customer.last_name}}

Send to Specific Emails

Like Send via Pixi, you can also send invoices to specific addresses, not just customers.
This is useful for:

Accounting — automatically forward invoices to your finance team.
Warehouses — send packing slips directly.
Printers — use email-to-print workflows.

Result

Once set up, Pixi will send invoices directly through your own SMTP server, keeping your emails fully branded and professional, while ensuring better deliverability.