Frequently Asked Questions

Yes. Open Settings and use the visible Email & Accounting card, or go directly to Settings → Accounting Copy. Enter the bookkeeper’s email address and enable the optional accounting-copy setting.

When you send an invoice, STRAKS sends two separate messages: the normal invoice email to the customer and a clearly labelled accounting copy to the bookkeeper with the same PDF attached. Because the messages are separate, the customer cannot see the bookkeeper’s address and the bookkeeper is not included in the customer’s email conversation.

• The feature is off by default and can be disabled at any time.
• It applies only to invoice emails sent after it is enabled; old emails are not forwarded automatically.
• The tenant is charged for one invoice-email action only. The copy does not use another monthly allowance or another 50 credits.
• Resend processes the customer and bookkeeper as two separate deliveries behind the scenes.
• If the accounting copy fails or bounces, the customer invoice remains sent and keeps its own delivery status.

The current version sends accounting copies for invoice emails only. Credit notes and reminders are not copied unless STRAKS adds separate options for them later.

The logo uploaded in each tenant’s Settings is used inside that tenant’s invoice email and on the attached invoice PDF. This keeps customer-facing documents branded as the business that actually issued the invoice.

The small circle shown by Gmail in the inbox list is different. It represents the shared sending address faktura@straksservices.com, not the tenant whose name appears in the message. Email HTML cannot change that inbox avatar.

Because STRAKS currently uses one shared sending address for all tenants, the appropriate inbox avatar is the STRAKS Invoice platform logo. Tenant logos remain inside the email body and invoice PDF. A different inbox avatar for every tenant would require each tenant to send through their own verified email domain or mailbox.

A reusable service can be saved with placeholders instead of a fixed month name, for example:

When you pick that service on an invoice, or when a recurring draft is generated, STRAKS Invoice replaces the placeholders using that invoice's own issue date and its selected billing period (Previous month, Current month, or Next month) — never today’s date on the server, and never the date of any other invoice.

The invoice covers work performed during July.

The invoice is created in August but covers work performed during July.

The customer is being invoiced in advance for August.

• Current month — the month containing the invoice date.
• Previous month — one month before the invoice date.
• Next month — one month after the invoice date.
• The saved service template is never changed — it stays reusable for next month too.
• Each generated invoice stores its resolved wording permanently.
• Historical invoices never change later, even if you edit the service or re-open an old invoice.

You can try this yourself on the new invoice page — pick a service with placeholders in its name, then change the billing period next to Repeat.