In VersAccounts, there are 2 ways of sending invoices, orders and quotes. First way is for VersAccounts to activate your local email program (Outlook, iMail etc) and start a new draft email. Only a link to view the invoice, order or quote can be sent using this method.
Second way is for VersAccounts to use your own email(SMTP) server to send outgoing emails. Using this method, VersAccounts can create and send the email with invoice, order, or quote as PDF attachments. If you store additional documents with invoice, order or quotes, such documents can also be sent with your email. You have the options to picking which documents to include.
The first method has no set up require and it is the default way to send emails.
The second method requires a bit of setup. You would need to go to Enterprise Setup from the main menu. Then choose Email.
You would be asked to enter the SMTP server, Port number, user name (typically your email address) , password, the name to display as the sender, and if TLS/SSL encryption is required.
If you do not know what these settings are but you have set up an email program to send emails, you should be able to find such settings from your email program such as Outlook or iMail. You can also ask your email provider for such information or check their support site. Here is a list of SMTP server information of popular email services.
Once the settings is filled in, you can verify it is working by sending a test email using the new setting to yourself. If you can receive this test email, then the setting is correct.
After this is done, when you choose to email an invoice, order or quote, you will see a new email page appears asking you to confirm the recipient's email, cc, the email subject and body. Invoices, orders or quotes are attached automatically and there is no need to include them. All related documents are also listed and you can optionally choose to include them in the outgoing email.
The first method has no set up require and it is the default way to send emails.
The second method requires a bit of setup. You would need to go to Enterprise Setup from the main menu. Then choose Email.
You would be asked to enter the SMTP server, Port number, user name (typically your email address) , password, the name to display as the sender, and if TLS/SSL encryption is required.
If you do not know what these settings are but you have set up an email program to send emails, you should be able to find such settings from your email program such as Outlook or iMail. You can also ask your email provider for such information or check their support site. Here is a list of SMTP server information of popular email services.
Once the settings is filled in, you can verify it is working by sending a test email using the new setting to yourself. If you can receive this test email, then the setting is correct.
After this is done, when you choose to email an invoice, order or quote, you will see a new email page appears asking you to confirm the recipient's email, cc, the email subject and body. Invoices, orders or quotes are attached automatically and there is no need to include them. All related documents are also listed and you can optionally choose to include them in the outgoing email.
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