Tips and Tutorials
Tips Tutorials
How to upgrade to a new CRM-Express version?
How do I setup CRM-Express on a network??
How do I add product images to Quotes, Orders and Invoices?
How do I search in CRM-Express?
How do I setup multiple calendar views?
How do I assign a user name and password to an address book?
How do I setup a new view in CRM-Express?
At a glance view
How to setup synchronization
Running synchronization
Using Dropbox with CRM-Express
Using Microsoft SkyDrive with CRM-Express
Creating the address book
Setting up the address book options
Adding contacts to the address book
Adding user defined fields to the address book
Creating and adding products
Creating and adding products - Continued
Setup Email for invoicing
Setting up invoice layout
Creating and emailing pdf invoice
Receiving and allocating payments
Adding custom fields to the address book
Setting reminders
Using reminders

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.

To do that, click on Accounts on the tootlbar

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

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

Fill in the following screen

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and the next...

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

Repeat the steps to set up more accounts.