Email Settings allow you to configure Manager to send emails directly from the program without needing a separate email client.
This eliminates the need to manually copy and paste transaction details into your email software.
Once configured, you can email invoices, quotes, statements, and reports to customers and suppliers with just a few clicks.
Setting up email requires two main steps:
First, configure your SMTP server settings to connect Manager to your email provider.
For more information see: SMTP server
Second, optionally create Email Templates to standardize your email communications.
Templates save time by pre-filling common email subjects and messages for different transaction types.
You can create templates for invoices, quotes, statements, and other documents you regularly send.
For more information see: Email Templates