Invexa — Spectrack

Revenue — Last 12 Months

Recent Invoices

Top Customers

Customer Statement

Customer

Period

From

To

Invoiced vs Paid

Period

From Month

To Month

Quotes

Period

From Month

To Month

Company

Invoice Defaults

Banking

Email / SMTP

Zoho Import

Audit Log

Company Identity

Company Logo

Click to upload · PNG, JPG, SVG · max 2MB

Logo Size on Documents — 60 px tall

Applies to invoices, quotes, statements and reports.

Company / Business Name *

Address

Phone

Email

Website

VAT / Tax Number

Company Reg Number

Currency Symbol

Invoice & Quote Defaults

Default VAT Rate %

Stop Chasing After (days overdue)

Invexa emails your customer automatically when an invoice goes unpaid. Once an invoice is this many days overdue it is left alone — no more emails — but it still appears in your daily overdue summary so you can chase it yourself. 0 = never stop chasing.

VAT Report Basis

Send recurring invoices automatically

On

Automatic overdue reminders

Three emails are sent automatically as an invoice ages.

On

Default Notes

Invoice Notes (shown on every invoice)

Quote Notes (shown on every quote)

Banking Details (printed on invoices)

Bank Name

Account Holder

Account Number

Branch / Sort Code

Account Type

SMTP Credentials

SMTP Host

Port

Security

Username / Login

Password / API Key

From Name

From Address

How to set up Brevo SMTP

Go to brevo.com and create a free account (300 emails/day free).
In Brevo, open Settings → SMTP & API (top-right menu).
Under the SMTP tab, click Generate a new SMTP key — give it any name (e.g. "Invexa").
Copy the generated key — that is your Password / API Key.
Fill in the fields above:
- Host: smtp-relay.brevo.com
- Port: 587 Security: TLS
- Username: your Brevo login email address
- Password: the SMTP key you just copied
Add a verified Sender in Brevo under Senders & IP → Senders for the From Address you want to use.
Click Test Connection, then Save All Settings.

Send Delay Between Emails (seconds)

Recurring Invoice Send Time (hour, 0–23)

e.g. 6 = 06:00, 8 = 08:00 (server local time). Requires container restart to take effect.

Pause between bulk email sends to avoid spam filters.

Email placeholders
{number} Invoice/quote number {company} Your company name {customer} Customer name {total} Total amount {due} Due date {date} Invoice date

Invoice Subject

Invoice Email Body

Quote Subject

Quote Email Body

Audit Log

Every change to invoices, quotes, payments, credits, customers and settings — who, what, when. Append-only: entries can't be edited or removed. Entries older than 90 days are cleared automatically.

Show

How to export from Zoho Books / Zoho Invoice:
Go to Settings → Data Backup / Export in Zoho, then export each section as CSV.
Alternatively: open Contacts / Items / Invoices / Quotes → click the export icon (↓) → choose CSV.

Contacts (Customers)

Maps: Display Name, Email, Phone, Billing Address, VAT

Choose CSV

Items / Products

Maps: Item Name, Rate, VAT %, SKU

Choose CSV

Invoices

Maps: Invoice#, Customer, Date, Due Date, Status, Line Items, Total

Choose CSV

Quotes / Estimates

Maps: Estimate#, Customer, Date, Expiry, Status, Line Items

Choose CSV

Recurring Invoices

Maps: Customer, Frequency, Start Date, Line Items from Zoho recurring templates

Choose CSV

Import Log

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