> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ledgerup.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Email

> How Ari manages professional communications from your company domain

export const DraftEmail = ({from, to, cc, subject, children}) => <div className="slack-email">
    <div className="slack-email-title">✉️ Draft Email</div>
    <div className="slack-email-fields">
      <div>
        <span className="slack-email-label">From</span>: {from}
      </div>
      <div>
        <span className="slack-email-label">To</span>:{" "}
        <span className="slack-email-addr">{to}</span>
      </div>
      {cc ? <div>
          <span className="slack-email-label">Cc</span>:{" "}
          <span className="slack-email-addr">{cc}</span>
        </div> : null}
      <div>
        <span className="slack-email-label">Subject</span>: {subject}
      </div>
    </div>
    <div className="slack-email-divider" />
    <div className="slack-email-body">{children}</div>
    <div>
      <span className="slack-btn slack-btn-primary">✉️ Send Email</span>
      <span className="slack-btn">🕐 Schedule send</span>
      <span className="slack-btn">🗑️ Discard</span>
    </div>
  </div>;

export const AriMention = () => <span className="slack-mention">@Ari</span>;

export const AriMessage = ({children, time = "2:47 PM"}) => <div className="slack-msg not-prose">
    <div className="slack-avatar" style={{
  backgroundColor: "transparent"
}}>
      <img src="/logo/ari/ledgerup-favicon.svg" alt="Ari" />
    </div>
    <div className="slack-msg-body">
      <span className="slack-name">Ari</span>
      <span className="slack-app-badge">APP</span>
      <span className="slack-time">{time}</span>
      <div className="slack-text">{children}</div>
    </div>
  </div>;

export const SlackMessage = ({children, name = "Bailey", initials = "B", color = "#611f69", avatar = "/images/bailey-avatar.png", app = false, time = "2:47 PM"}) => <div className="slack-msg not-prose">
    <div className="slack-avatar" style={{
  backgroundColor: avatar ? "transparent" : color
}}>
      {avatar ? <img src={avatar} alt={name} /> : initials}
    </div>
    <div className="slack-msg-body">
      <span className="slack-name">{name}</span>
      {app ? <span className="slack-app-badge">APP</span> : null}
      <span className="slack-time">{time}</span>
      <div className="slack-text">{children}</div>
    </div>
    <div className="slack-actions">
      <button type="button" className="slack-action-btn" aria-label="Copy message" title="Copy message" onClick={e => {
  const msg = e.currentTarget.closest(".slack-msg");
  const el = msg && msg.querySelector(".slack-text");
  if (el && navigator.clipboard) {
    navigator.clipboard.writeText(el.innerText);
    const btn = e.currentTarget;
    const prev = btn.innerHTML;
    btn.innerHTML = '<svg viewBox="0 0 24 24" fill="none" stroke="#2AD48A" stroke-width="2.5" stroke-linecap="round" stroke-linejoin="round"><polyline points="20 6 9 17 4 12"/></svg>';
    setTimeout(() => {
      btn.innerHTML = prev;
    }, 1200);
  }
}}>
        <svg viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round">
          <rect x="9" y="9" width="13" height="13" rx="2" ry="2" />
          <path d="M5 15H4a2 2 0 0 1-2-2V4a2 2 0 0 1 2-2h9a2 2 0 0 1 2 2v1" />
        </svg>
      </button>
    </div>
  </div>;

Ari integrates with your email system to send and receive messages from your company domain. This enables professional invoice delivery, collection reminders, and customer communications all from within Slack.

## What Ari Can Do

<Cards>
  <Card title="Send Invoices" icon="send">
    Send professional invoice emails to customers using templates
  </Card>

  <Card title="Send Reminders" icon="bell">
    Send payment reminders and collection emails with proper formatting
  </Card>

  <Card title="Receive Replies" icon="inbox">
    Monitor responses to emails Ari sent and notify you of customer replies
  </Card>

  <Card title="Manage Threads" icon="comments">
    Keep track of email conversations and thread history with each customer
  </Card>
</Cards>

## Key Features

### Professional Email from Your Domain

When Ari sends an email on your behalf, it comes from your company domain email address, not a generic service address. This matters for:

* Customer trust and professionalism
* Email deliverability (your domain reputation)
* Compliance and audit trails
* Brand consistency

For example, instead of `notifications@generic-service.com`, emails come from `billing@yourcompany.com` or `ar@yourcompany.com`.

### Pre-Built Templates

Ari uses professional, customizable email templates for common AR workflows:

<AccordionGroup>
  <Accordion title="Invoice Email">
    Professional invoice delivery with attachment and payment terms clearly stated.

    ```
    Subject: Invoice #[number] - [amount]

    Dear [customer name],

    Please find attached your invoice for [amount] 
    for [description]. Payment is due by [date].

    [Invoice attached]
    [Payment instructions]
    [Contact info]
    ```
  </Accordion>

  <Accordion title="Payment Reminder (30 days)">
    Friendly reminder for moderately overdue invoices.

    ```
    Subject: Reminder: Invoice #[number] - [amount]

    Hi [contact name],

    We noticed that invoice #[number] for [amount] 
    is now 30 days overdue.

    Could you arrange payment at your earliest convenience?

    If you have questions, we're happy to help.
    ```
  </Accordion>

  <Accordion title="Collections Email (60+ days)">
    More formal reminder for significantly overdue invoices.

    ```
    Subject: Action Required: Invoice #[number] Payment - [amount]

    Dear [customer name],

    This is a formal notice that invoice #[number] 
    for [amount] is now [days] days overdue.

    We require payment within 5 business days.

    [Invoice details]
    [Payment options]
    [Escalation contact]
    ```
  </Accordion>

  <Accordion title="Custom Messages">
    Write your own email message and Ari will format it professionally and send it from your domain.
  </Accordion>
</AccordionGroup>

## Email Workflows

### Send an Invoice

<Steps>
  <Step title="Request email">
    <SlackMessage><AriMention /> send the invoice for Acme Corp to their billing contact</SlackMessage>
  </Step>

  <Step title="Review the draft">
    Ari drafts the email and shows you exactly what will go out:

    <AriMessage>
      Here's the invoice email for Acme Corp:

      <DraftEmail from="Your Company Billing <ar@yourcompany.com>" to="billing@acme.com" subject="Invoice #inv_DEF456 - $5,000.00">
        Dear Acme Corp,

        <br />

        <br />

        Please find attached your invoice for {"$"}5,000.00 for monthly service.
        Payment is due by February 14, 2024.

        <br />

        <br />

        Thank you for your business!
      </DraftEmail>
    </AriMessage>
  </Step>

  <Step title="Send it">
    Click **Send Email** to send immediately, **Schedule send** to pick a time, or
    **Discard** to start over.

    <AriMessage time="2:48 PM">✓ Invoice sent to [billing@acme.com](mailto:billing@acme.com) from [ar@yourcompany.com](mailto:ar@yourcompany.com) at 2:48 PM.</AriMessage>
  </Step>

  <Step title="Monitor response">
    Ari watches for replies. When the customer responds, you'll get a Slack notification:

    <AriMessage time="4:12 PM">
      New email from [billing@acme.com](mailto:billing@acme.com) in response to your invoice:

      <br />

      <br />

      <em>"Hi, thanks for the invoice. We'll process payment by end of month."</em>

      <br />

      <span className="slack-btn">Reply</span>
      <span className="slack-btn">View Full Thread</span>
    </AriMessage>
  </Step>
</Steps>

### Send a Collection Reminder

<Steps>
  <Step title="Request reminder">
    <SlackMessage><AriMention /> send a professional reminder to Growth Labs about their overdue invoice inv\_OLD456</SlackMessage>
  </Step>

  <Step title="Review the draft">
    Ari picks the right tone for how overdue the invoice is (friendly at 30 days,
    firmer at 60) and drafts it:

    <AriMessage>
      Growth Labs is 38 days overdue, so I went with the standard friendly reminder:

      <DraftEmail from="Your Company Billing <ar@yourcompany.com>" to="Finance@growthlabs.com" subject="Payment Reminder - Invoice #inv_OLD456 ($1,500)">
        Hi Growth Labs team,

        <br />

        <br />

        We noticed that invoice #inv\_OLD456 for {"$"}1,500 is now 38 days overdue.
        Could you arrange payment at your earliest convenience?

        <br />

        <br />

        If you have any questions, we're happy to help.
      </DraftEmail>
    </AriMessage>

    Want a different tone? Reply "make it more formal" and Ari revises the draft.
  </Step>

  <Step title="Send and track">
    Click **Send Email**, and Ari confirms and watches the thread:

    <AriMessage time="3:15 PM">✓ Reminder sent to [Finance@growthlabs.com](mailto:Finance@growthlabs.com). I'll notify you when they respond.</AriMessage>
  </Step>
</Steps>

### Customize Email Recipients

Not sure who to send to? Ari can help:

<SlackMessage><AriMention /> who should I send the invoice to at TechCorp?</SlackMessage>

<AriMessage time="2:48 PM">
  Primary contact: <span className="slack-email-addr">[jane@techcorp.com](mailto:jane@techcorp.com)</span> (Purchasing Manager).
  Also on file: <span className="slack-email-addr">[finance@techcorp.com](mailto:finance@techcorp.com)</span>.

  <br />

  <br />

  Based on invoice history, invoices have been sent to Jane. Would you like to:
  <br />1. Send to Jane only
  <br />2. Send to both Jane and Finance
  <br />3. Send to different contacts
</AriMessage>

## Email Threading and History

Ari maintains email threads so you can see the conversation history:

```
@Ari Show me the email thread with Acme Corp about invoice inv_123

→ Ari displays:

THREAD: Invoice inv_123 - Acme Corp

[Jan 18, 2:45 PM] You → billing@acme.com
Subject: Invoice #inv_123 - $5,000.00
"Please find attached your invoice..."

[Jan 19, 10:30 AM] billing@acme.com → You
Subject: Re: Invoice #inv_123 - $5,000.00
"Hi, we received the invoice. Questions about the line items."

[Jan 19, 11:15 AM] You → billing@acme.com
"Happy to clarify. Which line items have questions?"

[No response yet]
```

## Email Templates

You can customize your email templates to match your brand and tone. Common customizations:

* **Company name and branding** in the footer
* **Signature** with your name and title
* **Payment instructions** specific to your business
* **Contact information** for billing questions
* **Logo or header** (optional)

To customize templates:

1. Go to **LedgerUp Settings** → **Email Templates**
2. Select the template to customize (Invoice, Reminder, Collections, etc.)
3. Edit the subject, body, and footer
4. Preview and save

Once customized, Ari will use your templates for all emails.

## Important Considerations

<Warning>
  Emails are sent from your company domain. Make sure:

  1. **Domain authentication**: Ensure your email domain is verified in LedgerUp settings for SPF, DKIM, and DMARC compliance
  2. **Email addresses**: Always verify customer email addresses before sending
  3. **Tone and compliance**: Be mindful of local regulations when sending collection emails (especially outside the US)
  4. **Professional tone**: All communications should be professional and respectful

  Ari includes legal disclaimers automatically in collection emails where required.
</Warning>

<Note>
  All emails sent by Ari are logged in your LedgerUp dashboard and are searchable for audit purposes. You can view:

  * Who emails were sent to
  * When they were sent
  * Whether they were opened
  * Customer replies and response history
</Note>

### Email Deliverability

For best results:

* **Use consistent email addresses** — If you've been emailing from one address, keep using it to maintain trust
* **Include personal touches** — Use customer names and personalize when possible
* **Avoid spam triggers** — Ari avoids common spam words, but review emails if they seem formal
* **Monitor bounce rates** — If you see bounced emails, update customer email addresses in your CRM

## Privacy & Compliance

<Tip>
  Ari respects email opt-out preferences. If a customer has requested not to receive emails:

  <SlackMessage><AriMention /> send the invoice to TechCorp</SlackMessage>

  <AriMessage time="2:48 PM">
    ⚠️ TechCorp has opted out of billing emails. Would you like to:

    <br />

    <span className="slack-btn">Send anyway</span>
    <span className="slack-btn">Update preference</span>
    <span className="slack-btn">Skip</span>
  </AriMessage>

  Keep customer preferences up to date in your system.
</Tip>

### Unsubscribe Options

Professional email templates include an unsubscribe option. Customers can manage their email preferences, and Ari respects those preferences.

## Common Patterns

### Quick Invoice Send

<SlackMessage><AriMention /> send the latest invoice to Acme Corp</SlackMessage>

Ari finds the most recent unpaid/draft invoice and sends it.

### Batch Reminders

<SlackMessage><AriMention /> send payment reminders to all customers with invoices overdue by 30+ days</SlackMessage>

Ari drafts every email and shows one approval screen with all recipients before anything sends.

### Custom Message

<SlackMessage>
  <AriMention /> send this message to Growth Labs with the subject "Update on your invoice":

  <br />

  <br />

  "Hi, thank you for your patience. We're finalizing the line item review. We'll have an updated invoice by EOD Friday."
</SlackMessage>

Ari formats and sends the custom message professionally.

## Next Steps

Start using email in your AR workflows:

1. **[Playbooks](/ari/playbooks/invoicing)** — See how invoices and reminders are sent
2. **[Stripe Integration](/ari/integrations/stripe)** — Understand invoice creation
3. **[HubSpot/Salesforce Integration](/ari/integrations/hubspot)** — Find the right contacts to email