Advanced

• Extra Fields in Clientary

  Clientary provides standard fields for populating your invoice and estimates. For your company's details, these can be found under the "Account" page. For your clients' details, they can be found under each Client's "Edit" page. Additionally, Clientary offers free-form "Extra Fields" for both yo...

• Sending Clientary invoices, estimates, and proposals through your own Email Server.

  Clientary supports custom SMTP so you can switch to your own email or SMTP servers under your Clientary Account Settings page. This has the benefits of making sure your emails are sent from your identity and can have benefits for deliverability. Google Mail If you using Google Mail as your prim...

• SPF Records and Email Deliverability

  All emails sent through Clientary are signed by clientary.com and originate from @clientary.com for best deliverability. By default, you should not have to alter your domain's SPF records for deliverability purposes. However, if you'd like to ensure this even further by adding Clientary to your S...