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Tutorial: Set up your own SMTP server to send documents by email.
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If documents such as offers, delivery bills or invoices are sent via CashCtrl by email, this is done by default from the address accounting@cashctrl.com. In order to send emails via your own email account, an SMTP server must be configured in CashCtrl.
The advantages are that your own email address appears as the sender address, and you receive any bounce messages in case of non-delivery.
Go to Settings User Profile SMTP Connections. Open the dialog via Add. In the dropdown menu, you can select the SMTP connection type:
To set up the connection, you need the details provided by your email provider. The following information must be entered in CashCtrl:
Finally, click Save. A connection test will be performed. If successful, the connection will be saved.
If OAuth (Google or Microsoft) is selected from the dropdown menu and you click Next, the Google or Microsoft login page will open for you to sign in to the respective account. You will be asked "Trust CashCtrl?" — confirm with Next to grant permission for "Send emails on your behalf".
Order documents can be sent by e-mail in the overview in the Orders module by right-clicking Send document or in the preview view by clicking the Send e-mail button. The send window opens, in which the following information can be entered:
Once all the information has been entered, click on Preview to open a preview. Confirm the query whether the e-mail should be sent with Yes — done.
If an error message such as "535 Authentication unsuccessful" appears when you click on "Test connection", this is due to the following possible reasons:
Incorrect password Check whether the correct password is being used for the e-mail account. Alternatively, check whether 2-FA has been set up with the mail provider and an app password is required instead of the normal password.
Incorrect SMTP server, incorrect port Check the details of the mail provider.
