This guide provides a detailed explanation of how to set up email integration in AccountingSuite, including creating a Gmail app password, configuring email settings, and sending messages. First, we will walk you through the process of generating a secure App password in Gmail, which allows third-party applications to safely access your Gmail account. We will then guide you through the steps of configuring email settings in AccountingSuite, ensuring proper integration for both sending and receiving emails. Finally, we will explain how to send an email directly from AccountingSuite by selecting the document, attaching it, and composing the message. Each step is clearly outlined to ensure smooth and secure email functionality within the system.
it’s important to take into account the limitations of your email service provider. If you are using free email services, make sure to verify the restrictions on the number of emails you can send per day or month. For bulk mailings, it is recommended to use a paid service to avoid potential limitations.
This guide takes you step by step through the simple process of creating an app password in Gmail. App passwords are special, unique passwords that enable secure and safe access to your Gmail account from third-party applications and services. By creating an app password, you ensure a reliable connection when setting up email on new devices or integrating Gmail with other services. Follow the steps below to easily generate an App password and ensure secure access to your account.
In your browser, locate your profile picture in the top-right corner. Click on it and select the option labeled Manage your Google Account. Then, click on that option.
Step 2. Access the Security and 2-Step Verification section #
Select the Security option from the sidebar and scroll down until you find the 2-Step Verification section.
A pop-up window will appear with a password that you need to enter in the credentials field. Do not close the window before copying the password, as Google shows the app password only once.
You can configuring email settings manually click your Email account. There is a screenshot showing how the settings look. This image will act as a helpful reference when you manually configure your email. Please follow the setup details in the screenshot to ensure you replicate the settings correctly on your own email service. By doing this, you can ensure the email configuration is correctly set up and functioning as intended. You can chose SMTP/IMAP type of your email service, change Port settings.
If you want to send a message to the customer via email from AccountingSuite, open the document or print form, for example,the Sales Invoice, and then click Send by email button.
Select the attachment format and click Select.
In AccountingSuite, a window will open to Send message. In the To field, enter the recipient’s email address. You can also add a Subject and compose the message. Once ready, click the Send button to send the email from AccountingSuite.
The next image demonstrates how the sent email containing the Invoice appears once it reaches the customer’s inbox. This visual representation acts as confirmation that the document has been successfully delivered and provides insight into how the customer will view it.
