This screen is used to enter all the information you will need in order to send emails out of ESC.
SMTP Information
You must provide information about the settings you use to send Simple Mail Transport Protocol (SMTP) messages in order to send emails from within ESC.
Enter the SMTP Server of your Internet Service Provider (ISP). Your ISP may require "SMTP Authentication" in order for emails to be sent from the system. If so, enter the SMTP logon and password in their respective fields here. This is usually your email address and associated password.
You can also change the SMTP Port from the default of 25 here if needed. Change the Logon Method and enable SSL or STARTTLS if required by your email provider. If you have questions about SMTP Authentication, your ISP will be able to provide you with additional information. Click here for information on emailing forms in ESC.
Invoice and Purchase Order Forms
Enter the default name and return address you want to use when emailing invoices and statements here. These settings can be manually changed when sending the invoice or purchase order. It is also possible to setup default email templates for each user so don't worry if you have multiple people that email invoices and purchase orders. Click here to learn how to do that.
If you wish to have a "carbon copy" of the invoice or the purchase order emailed back to the return email addresses that were entered in these two fields, check the box on the "Send Copy of Emailed Invoices & Purchase Orders to Return Email Address". A duplicate invoice or purchase order will be emailed to these addresses at the same time it is sent to the customer or vendor. This will serve as an audit trail so you will always be able to see exactly what you sent to a customer or vendor.
Click OK to save all of the settings and parameters described above.
See also:
System Setup - Company Information
System Setup - File Maintenance
System Setup - Progressive Billing
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