Using your own Email Server
Last updated
Last updated
PayorCRM gives you the ability to use your own email server to send emails. The app can connect to your email server via its SMTP service
The following list provides information about the various configuration parameters used to enable this feature
Secure email delivery using TLS/STARTTLS
SMTP Address– is the hostname or IP address to connect to
Port – is the port to connect to ( usual values are 587, 465, 25)
User is the username/email address of the email server account
Password is the password for the email server account
Security type if "Always On" the connection will use TLS when connecting to server. If "Opportunistic" then TLS is used if server supports the STARTTLS extension. (In most cases set to "Always On" if you are connecting to port 465. For port 587 or 25 keep it "Opportunistic" )
Under settings, Go to "SETTINGS ADVANCED" -> Select "Email Server Settings" -> Enter the above values -> SAVE
To test the SMTP setup, Go to collect view -> Select a customer -> select an invoice -> Send an invoice reminder to your own email id.
An email with the error message will be sent to your login email id if the SMTP connection fails.
External links to common email server SMTP setup info
Amazon SES
Gsuite/Gmail without SMTP Relay*
SMTP address: smtp.gmail.com
Port: 587
Security Type: "Opportunistic"
User: Your Gsuite email address
Pass: App password(See link to generate app password)
Gsuite/Gmail using SMTP relay
SMTP address: smtp-relay.gmail.com
Port: 587
Security Type: "Opportunistic"
User & Pass: As setup in Gsuite admin
Office 365 SMTP*
SMTP address: smtp.office365.com
Port: 587
Security Type: "Opportunistic"
User: Your account email address
Pass: App password
Steps to create app password
Outlook*
( * - Not recommended for sending automated mass emails)
Steps to create app specific password:
Email service options :
Enable SMTP Auth for the email account -
