The SMTP server form connects Manager to your email provider's outgoing mail server.
SMTP (Simple Mail Transfer Protocol) is the standard technology used for sending emails across the internet.
You'll need to obtain SMTP server details from your email provider to complete this setup.
Complete these fields with information from your email provider:
Manager.io supports two protocols: HTTP and SMTP.
If you have chosen HTTP in Protocol field, enter URL of HTTP server. Manager.io runs free public email service at email.manager.io so you can enter this into HTTP Server field.
If you have chosen HTTP in Protocol field, you also need to specify which email address where replies to your emails should be delivered to. This is typically email address of your business.
If you have chosen SMTP in the Protocol field, enter the hostname of your SMTP server.
The hostname is the server name provided by your email service (examples: smtp.gmail.com, smtp.mail.yahoo.com, smtp.office365.com).
The Port number can be 465, 587, or 25.
It's recommended to choose either 465 or 587 because these ports are securely encrypted, unlike port 25.
Username is the name you use to log in with your email provider.
This is often the email address associated with the account, but some providers may require a different username.
If your username doesn't look like an email address, an additional Email address field will appear.
Enter the email address linked to the sending account in this field.
Enter the password associated with your username.
Click the Show password button if you wish to view your password as you type it.
Select the Send a copy of every email to this address option to send duplicates of your outgoing emails to an additional email address.
This is helpful for archiving emails sent from the program.
Enter the email address where copies of sent emails should be delivered.
Select Receive email replies at a different address than you send from if you want replies sent to a different email address.
When selected, a field will appear where you can enter the reply-to email address.
Enter the email address where replies should be sent.
The Do not verify TLS certificate checkbox allows you to skip the validation of self-signed certificates.
Only use this option if you are emailing from your own server that uses self-signed certificates.
For security purposes, when using established email providers like Gmail, Yahoo Mail, or Microsoft Office 365, always leave this checkbox unchecked.
Before saving your settings, click the Test email settings button to verify your configuration.
Manager will attempt to send a test email to confirm the SMTP connection is working correctly.
This helps identify any configuration issues before you start sending actual business emails.
If the test email fails, follow these troubleshooting steps:
• Double-check your SMTP server address, port number, and authentication settings
• Verify your username and password are correct (some providers require app-specific passwords)
• Ensure your firewall or antivirus isn't blocking the SMTP connection
• Test the same settings in another email client like Mozilla Thunderbird to isolate the issue
Once the test email succeeds, click the Update button to save your SMTP configuration.
Your email settings will be stored securely and used whenever you send emails from Manager.
After saving, you'll see a new Email button appear on transactions and reports throughout Manager.
This button lets you instantly email documents to customers and suppliers without leaving the program.
The email will include the document as a PDF attachment and use your configured SMTP settings.
Gmail users must follow these specific steps for security:
1. Enable 2-step verification in your Google account settings
2. Generate an app-specific password for Manager (Google Account → Security → App passwords)
3. Use this app-specific password instead of your regular Gmail password
4. Set the SMTP server to smtp.gmail.com and port to 587 with TLS enabled
Google requires app-specific passwords to protect your main account credentials.
Yahoo Mail users need to create an app-specific password:
1. Go to Yahoo Account Security (https://login.yahoo.com/account/security)
2. Click on 'Generate app password' under 'Account Security'
3. Select 'Other app' and enter 'Manager' as the app name
4. Click 'Generate' to create your app password
5. Copy the generated password and paste it into Manager's Password field
6. Use smtp.mail.yahoo.com as the SMTP server with port 587 or 465