Application Settings

Send Test Emails To

Enter an email address to receive test emails. Clicking "Send Test" will send two test emails: one using the Notification Mailer settings and one using the Invoice Mailer settings. This helps verify that both email configurations are working properly.

Order Archive Cutoff Date

Only orders created after this date will show up in the Orders / Search and Dispatch pages. This is useful to improve the performance of UTX Freight by reducing the time range of accessible orders.

GST Number

The GST Number shows up on the invoice and should be set if your company has a GST Number. The format should be "#00000000RT0001"

QST Number

The QST Number also shows up on the invoice and should be set if your company has a QST Number. The format should be "#0000000000TQ0001"

Default Terms

Set the default Invoice Terms for all companies when creating new invoices. Available options include: Due on Receipt, 10 Days, 15 Days, 21 Days, 30 Days, 45 Days, 60 Days, 90 Days.

Order Start Date

When creating an invoice, only orders completed after this date will show up. This is useful if you were not using UTX Freight for invoicing in the past.

Message

The invoice message will be added to the header of each invoice and can include any accounting related information that should be communicated to the client.

NIR Number

The NIR Number appears on PODs (Proof of Delivery). The format should be "R-000000-0"

POD Footer

This message will show up in the footer of each POD document.

SMTP Address

The SMTP server address (e.g., smtp.example.com)

SMTP Port

The SMTP server port (e.g., 587)

SMTP Authentication

The authentication method used by the SMTP server (e.g., plain, login, cram_md5)

Domain

Domain used for sending invoices (e.g., yourcompany.com)

Username

Email address used to send invoices (e.g., user@example.com)

Password

Password for the invoice email account. Leave blank when editing to keep the current password unchanged.

Domain

Domain used for sending notifications (e.g., yourcompany.com)

Username

Email address used to send notifications (e.g., notify@example.com)

Password

Password for the notification email account. Leave blank when editing to keep the current password unchanged.

Admin Email

Used for system notifications and as the Devise sender address for password resets and other authentication emails.

Accountant Email

Default "From" address for invoices. This is used if the Invoice 'From' Override is not set.

Invoice 'From' Override

Overrides the default accountant email if set. Can include a display name (e.g., "Accounting Dept <accounting@example.com>").

Invoice Default CC

Default CC address that will be automatically added to all invoices sent via email.