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Tutorial: Set up your own SMTP server to send documents by email.
Content
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.
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:
Finally, click on Test connection. If this test is successful, a corresponding message is displayed and the process can be completed with Save.
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.
