Orb can directly deliver invoices to your customers by email without any additional integration work or the use of a dedicated email provider. Each email contains a preview of the invoice in its body, attaches the invoice PDF, and links to the Orb invoice portal to submit payment.

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Configuring delivery

If your account is set to deliver emails automatically, emails will be sent from an Orb email address (invoices+<account-id>@withorb.com) to the primary email address configured for the customer, with additional email addresses included as CC recipients. The reply-to email address can be configured to an email address of your choosing. Invoice delivery settings can be found on the Invoice Settings page in Orb. The “Automatically send Orb invoice emails” radio button is used to control email delivery across your account. Items under “Configurations” show the email(s) available to send Orb invoices from. invoice-email-delivery-settings.png Manually triggering email delivery can be done from the invoice page. Note that Orb does not automatically send emails for invoices in test mode, and also does not send emails for $0 invoices which are marked as paid automatically. invoice-email-delivery.png

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Custom email domain setup

Custom email domains are not included with all Orb billing plans by default. Please reach out to your Orb representative if you have any questions.
Orb supports sending invoice emails from your own domain, giving you the ability to have more control and consistency in the invoicing experience. Configuration of custom email domains requires reaching out to Orb support. Once configured, custom email domains will show up under Invoice Settings similarly to Orb’s default email. invoice-email-delivery-settings-custom.png

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Configuring company logos on invoices

You can add and update your company logo that appears on your invoices by going into the settings, under “Invoice formatting”. This logo will appear on your web invoices, invoice pdfs, and emails.
When you configure your logo in Orb settings, it automatically propagates to the customer portal, ensuring consistent branding across all customer-facing interfaces.
For best results, your logo should
  • have a transparent background
  • use darker version of the logo (your logo will always be against a white background)
  • be limited in height to 40px and should not exceed 1200px in width
logo-settings.png

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Email types

Orb automatically delivers the following emails:
  • Invoice issued: delivered as soon as the invoice transitions to the issued state. Note that if the invoice is immediately auto-collected (i.e. it’s due on issue), this email will not be sent in lieu of a payment success or failure email. This email type can also be triggered manually via the Orb web application.
  • Payment success: delivered when an invoice transitions to paid, whether as a result of auto-collection or manual payment through the invoice portal. This email includes a payment receipt for the transaction.
  • Payment failure: delivered when Orb’s auto-collection functionality fails (for example, due to insufficient funds or a different card error). The customer may retry the payment with another payment method through the invoice portal, or payment for the invoice will be retried via Orb’s dunning behavior.

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Invoice receipts

Orb automatically generates a payment receipt when an invoice is successfully paid. Receipts are created at the moment the invoice transitions to the paid state, whether payment is collected via auto-collection or manually through the invoice/customer portal. Customers should check their Stripe payment provider settings to ensure that payment receipts are configured as needed (either enabled or disabled according to their preference).