Tutorial 6 - Setup Email for invoicing

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Tutorial 6 - Setup Email for invoicing
 

 

In this lesson we will setup our email account to be able to email pdf invoices to our customers.


Since we want to email an invoice to our customer in pdf format we now have to setup the email account.


1. To do that, click on Tools and then Manage email accounts


2. CRM-Express can currently import accounts previously setup in Outlook Express or Microsoft Outlook. To import from Outlook Express, Select Import Accounts in the following dialog.


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3. To setup the account manually, click on the New Account button in the dialog.


4. Fill in the following screen


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5. and the next...


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6. After filling out the screen you can press the Test button to see if email can be sent.


7. Repeat the steps to set up more accounts.