You can email completed transactions and reports directly from within the Manager program. This Guide covers:
If you have an email address, you have an SMTP server you can use (e.g., Gmail). There are also many SMTP server providers who offer relay service. Many have generous limits. For example, Mailgun.com allows you to send up to 10,000 emails per month for free.
To enter email settings, go to the Settings tab and click Email settings:
Set up your server following instructions from your provider:
Hostnameis the SMTP name furnished by your email provider.
Portshould normally be designated as 587, but Manager also supports port 25. (Manager will not support port 465 used as the default by many email providers and applications.)
Usernameis your login name with your provider. Often, this is the email address for the sending account. Sometimes, however, providers stipulate a different username. If you enter a
Usernamethat is not formatted as an email address, Manager will show a separate
Email addressfield. Enter the email address for the sending account there:
Passwordis the one required for login with the Username above.
Send a copy of every email to this addressif you want copies of your outgoing emails.
Email addressfield appears when the box is checked. Enter any desired address here.
Receive email replies at a different address than you send fromif desired. Enter the “reply-to” email address in the field that appears.
Click Update to save your settings. After settings have been updated, you can test them by clicking Test email settings. A test message will be sent to the email address associated with the SMTP server. A notice also appears if the test is successful.
Your email application or provider may override content of the
Username field, substituting whatever you have set up for your general email. Therefore, you may want to create a separate email account for sending documents from Manager.
Some email providers have special requirements, mostly related to security. See, for example, these tutorials:
While viewing the document you want to send, click Email near the top of the window. An email composing screen will appear:
Towill be filled with any email address previously recorded for a customer, supplier, or employee if one is associated with the document. Otherwise, this field will be blank. Enter or edit the address as needed. Enter additional email addresses, if desired, separated by commas or semicolons.
Subjectwill be pre-filled with the title of the transaction or report you are emailing.
Click Send. By default the addressee(s) will be sent an email with a document summary and hyperlink for viewing the full document.
Brilliant Industries emails a sales invoice to Bob’s Hardware:
Recipients can only view the full transaction if your Manager installation is web-accessible. Therefore, users of the desktop edition must create and send PDF versions of transactions or reports, following instructions contained in another Guide.