Using your own Email Server

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" )

Steps to enable this feature

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

Your email server	Config	Relevant link
Amazon SES		https://docs.aws.amazon.com/ses/latest/dg/send-email-smtp.html
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)	Make sure 2FA is enabled before generating app specific password. Use the link below to generate app-specific password - https://myaccount.google.com/apppasswords
Gsuite/Gmail using SMTP relay	SMTP address: smtp-relay.gmail.com Port: 587 Security Type: "Opportunistic" User & Pass: As setup in Gsuite admin	Email service options : https://support.google.com/a/answer/176600?hl=en
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 https://support.microsoft.com/en-us/account-billing/manage-app-passwords-for-two-step-verification-d6dc8c6d-4bf7-4851-ad95-6d07799387e9 Enable SMTP Auth for the email account - https://aka.ms/smtp_auth_disable
Outlook*		https://support.microsoft.com/en-au/office/pop-imap-and-smtp-settings-for-outlook-com-d088b986-291d-42b8-9564-9c414e2aa040

( * - Not recommended for sending automated mass emails)