# What your clients and outside people receive from SkedX by email > SkedX CRM sends emails in your company’s name to people outside your team: an invoice or quote to a client, with the amount in your money format, a View & pay or Review & accept button and the PDF attached; a payment receipt; notes to an outside person on a task — when they are added, when it is completed, when a result is shared, and replies in a conversation they started — each with an unsubscribe link; and an invitation and a six-digit code when you share a board. They go from your own connected mailbox when you have one (Settings → Integrations), otherwise from SkedX. Every one carries your company name, address and email in the footer and a small “sent using SkedX” line on documents. Outside people never see your team’s own comments unless the board is set to show them. Product: SkedX CRM · Topic: Emails SkedX sends · Draft — steps not yet re-verified in the live product Your clients and the outside people on your tasks get emails from SkedX in your company’s name. Here is each one, what it shows, and where it comes from — so nothing goes out that you have not seen. ## Step 1: An invoice or a quote The email wears your company, shows the amount the way your company reads money, gives the client one button — **View & pay online** for an invoice, **Review & accept online** for a quote — and attaches the PDF. A small line at the end says it was sent using SkedX. Every invoice email carries the button — the one you send, a resend, a scheduled or recurring invoice — and so does every payment reminder and overdue notice, which use the same email with your message on top. ## Step 2: A payment receipt When a payment is recorded or paid online, the client gets a receipt: the amount, how and when they paid, and a note that a copy of the invoice is attached. It only goes when you tick **Send receipt**, or always for an online payment. ## Step 3: An outside person on a task Someone you add to a task by email address, or who commented through a shared board, is emailed when they are added, when the task is completed, when a result is shared, and for a reply in a conversation they started — who replied, the reply itself, and **View task**. They never get your team’s own comments unless the board is set to show them. Every one of these carries an unsubscribe link. ## Step 4: A board you shared When you share a board with outside email addresses, each person gets an invitation naming the board and what they may do on it, an **Open the board** button, and the address they must enter to prove it is them. ## Step 5: The access code When they open the board, SkedX emails them a six-digit code. It expires in ten minutes; **Open the board** takes them back to type it in. A shared report that asks for a code sends the same email. ## Step 6: Change who it comes from, and the words These emails go from your own mailbox once one is connected in **Settings -> Integrations**; until then they come from SkedX with your company name on them. The wording of invoice and quote emails is yours to change in **Settings -> Email templates**, and the team’s copies of quote and invoice events are switched on or off in **Settings -> Notification System**. Open it directly: https://crm.skode.ai/settings/integrations ## Common questions ### Which address does an email about a meeting come from? The mailbox the meeting was booked from — reminders, the booking email and any change all come from it, even when your company has several mailboxes connected. If it can’t send (connected for Calendar only, or disconnected), they come as “**your name** via SkedX”, never from another mailbox. Guests of a meeting copied in from your Outlook or Google calendar get nothing from SkedX. ### Why does the client see “sent using SkedX” on my invoice? It is the one line SkedX keeps on documents sent in your name, in small print at the end. The rest of the email — name, logo, address, colour — is your company’s. ### An outside person on a task says they are getting our internal discussion. They only get replies in a conversation they started, or every comment when the board they came from is set to show internal comments. Check that board’s settings. A comment marked as the task’s result reaches them once, as the result email. ### How does someone stop the task emails? Every email to an outside person has an Unsubscribe link in the footer, for that task. Removing them from the task’s outside people stops them too. ### Why are amounts shown as ₹1,20,000.00 in one company and $1,200.00 in another? Each email uses the money format of the company that sent it — its currency and grouping — the same way its lists and documents do. ### What does my client see if I delete an invoice I already sent? Its link stops opening and can no longer take a payment. The page names your company and gives the client one button to email you for a new link. If you restore the invoice, the same link works again. ### My own invoice template has a {{payment_link}} — does it work? Yes. In an invoice or reminder template it is the client’s View & pay link; in a quote template {{quote_link}} (and {{payment_link}}) is the Review & accept link. ### Does the client get a link after accepting a quote? Yes. The “quote accepted” confirmation links back to the quote, so they can look at what they signed while the link is valid. Videos and screenshots © 2026 SkedX, with sample data only. Share and link to them freely; copying the SkedX product or its design is not allowed. Terms: https://skode.ai/terms/ ## Related guides - What you’re told when work is assigned or moved: https://skode.ai/help/crm/team/what-youre-told-when-work-moves/ - When an email is not delivered: why, and what to do: https://skode.ai/help/crm/inbox/when-an-email-is-not-delivered/ - Set up your Inbox in SkedX CRM: channels, who becomes a record, the side panel, templates: https://skode.ai/help/crm/inbox/connect-your-inbox-in-skode-crm/ - Open a link from a SkedX email or notification: https://skode.ai/help/crm/team/open-a-link-from-a-skode-email/ Source: https://skode.ai/help/crm/emails/what-your-clients-receive-by-email/