System Settings

Configure automated invoice email delivery, company billing profile, and backup synchronization.

Go to Backup Center
Email Sending Configured

Server: gnldm1003.siteground.biz:465 | Sender: finance@horebot.nl | Auto-Delivery: Disabled (Manual Only)

SMTP Server Connection
Required
Outgoing mail server hostname.
Typically 587 or 465.
Usually your full email address.
For Gmail/Outlook, use an App Password.
Sender Identity & Automation
Name recipients see in their inbox.
Sent From email header.
Sends a hidden copy of every generated invoice email to this address (comma separated for multiple).
When enabled, whenever an invoice is generated from a contract, the CRM will automatically dispatch the formatted invoice email with the official PDF attachment only to the customer's email address. Excel spreadsheets are strictly excluded from automated dispatches.
Invoice Email Template
Customizable
Available Dynamic Tags:
Click any badge below to copy it into your clipboard:
Example: Invoice #{invoice_number} from {company_name}
Supports multiline text and dynamic tags. The official PDF invoice will be attached automatically.
Quick Setup Guide for Popular Mail Providers
Gmail / Google Workspace

Host: smtp.gmail.com

Port: 587 (STARTTLS) or 465 (SSL)

Note: Requires an App Password generated under Google Account > Security > 2-Step Verification > App Passwords.

Microsoft 365 / Outlook

Host: smtp.office365.com

Port: 587 (STARTTLS)

Use your full Microsoft 365 email and password, or create an app password if MFA is enforced.

Custom Domain / cPanel

Host: mail.yourcompany.nl

Port: 587 or 465

Use standard SMTP authentication settings provided by your domain web host.

Company Profile is Protected by Admin PIN

Company information appears on legal invoices and contracts. To prevent unauthorized modifications, enter your 4-digit Admin PIN to unlock editing.

Company Profile & Billing Information
Used in Invoice Headers & Footers
The information entered below will automatically appear on generated invoice sheets, headers, footers, and payment instructions.
Change Admin PIN (Optional)

Leave blank to keep your current Admin PIN, or specify a new 4-digit numeric code below.

Must be exactly 4 numeric digits if changing.
Repeat the new 4 digits.
Changes immediately reflect on newly generated Excel invoices and contract previews.
Local Backup Directory (Zero-Configuration Fallback)
No API Required · Auto-Sync Supported
Open Folder
💡 Pro-Tip: You can select any local or cloud-synced folder on your computer (such as OneDrive or Google Drive for Desktop). When pointing to a sync folder, exports are automatically synchronized to the cloud in real-time without needing API credentials.
Browse Backup Folder
Google Drive Connected

Linked Account: leftleaves@gmail.com | Cloud Folder: Horebot CRM Auto Backup

Google Drive API Credentials
Obtained from Google Cloud Console under Credentials.
Private client secret key stored in your local SQLite database.
Required: You must copy this exact URL into Google Cloud's Authorized redirect URIs list.
Created automatically in root if ID is empty.
Characters after folders/ in Google Drive URL.
Credentials Guide & FAQ
Instructions

1. Open Google Cloud Console with your Google account.
2. Click the project dropdown at the top left, then click New Project.
3. Enter a name such as Horebot-CRM and click Create.

1. In the left navigation bar, go to APIs & Services > Library.
2. Search for Google Drive API and select it.
3. Click the blue Enable button.

1. Click OAuth consent screen on the left.
2. Select User Type External and click Create.
3. Enter an App Name (e.g. Horebot CRM) and support email.
4. Save and proceed to Test users: click Add Users and enter your own Gmail address.
Note: Adding your Gmail as a test user allows instant authorization without needing a public Google app verification.

1. Click Credentials > Create Credentials > OAuth client ID.
2. Select Application type: Web application.
3. Under Authorized redirect URIs, click Add URI.
4. Click the Copy button on the left form and paste the URI (e.g. http://cms.horebot.nl/settings/gdrive/callback).
5. Click Create to view your Client ID and Client Secret.

1. Paste your Client ID and Client Secret into the left form and click Save API Settings.
2. Click Authorize Google Account to open the Google consent prompt.
3. Check "See and manage Google Drive files" and confirm.
4. Once complete, you will be redirected back with a green Connected badge!
How to find your Google Drive Folder ID?
Open Google Drive in your web browser, navigate to your target folder, and inspect the browser address bar:
https://drive.google.com/drive/folders/1vAbC12345xyz67890
The segment 1vAbC12345xyz67890 is your Folder ID. If left blank, a folder named Horebot CRM Invoices will be created in your Drive root directory.
Custom Local Storage Directories for Contracts & Invoices
Configure where CRM contract attachments and invoice documents are saved on your computer. When files are uploaded or invoices are generated, they will be automatically stored directly in these designated directories.
Contract Documents Directory
Directory Ready
Open Folder
Quick Presets:
Default application folder: /app/uploads/contracts
All uploaded contract PDF and Word files will be automatically preserved in this directory.
Invoice Documents Directory
Directory Ready
Open Folder
Quick Presets:
Default application folder: /app/uploads/invoices
All uploaded invoice attachments and auto-generated Excel invoices will be automatically stored in this directory.
💡 Pro-Tip: You can select any local folder or synchronized folder (such as OneDrive or Google Drive for Desktop) to automatically synchronize your files to the cloud.