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 advantage is that your own email address appears as the sender address.
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Set up SMTP server for sending email
Tutorial: Set up your own SMTP server to send documents by email.
Content
1. Adjust settings
For the setup some data is needed, which is provided by the email provider. The following data must be entered in CashCtrl under Settings User profile in the SMTP tab:
- Host: enter the server name here, e.g. smtp.mycompany.ch. It is recommended to use the mail server of the e-mail address of the user profile, because with this the mails are sent.
- Port: at the provider you get the port depending on the security setting. Mostly
port 465 is used for SSL and port 587 for TLS/STARTTLS. - User name: mostly the e-mail addressmeist die E-Mail Adresse
- Password: the password for the login (or app password, see point 3. Good to know)
Finally, click on Test connection. If this test is successful, a corresponding message is displayed and the process can be completed with Save.
2. Send documents by email
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:
- To: enter one or more (comma separated) recipients here, e.g. info@galeriexy.ch, finanzen@galeriexy.ch
- From:
- Without SMTP: this field is equal to "reply-to". This means that if the recipient replies to this email, the reply will be sent to the reply-to address.
- With SMTP: if the field remains empty, the address of the CashCtrl user is specified as the From address. If an address is entered here, it overwrites the email address of the user.
- CC: address for recipients of a copy of the message, visible to all other recipients.
- BCC: same as CC, only invisible for other recipients.gleiches wie CC, nur unsichtbar für andere Empfänger:innen.
- Subject: placeholders can also be used here as in the text.
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.
3. Good to know
- App password: some services like Google require an app password due to two-factor authentication, which then has to be entered in CashCtrl for the SMTP server instead of the normal password.
