We are trying to set up direct emailing of invoices, as opposed to emailing them with MAPI through Outlook, and can't seem to get it to work. We have entered our mail server name, etc., but when we send a test email we receive an error message saying that there is an error and the email was not sent. It does not tell us what the error is so how do we troubleshoot this?

Which module? Version? Have you checked the Help (Press F1 on the email setup screen).

Invoices module. Version 9.0 Yes - I clicked on F1, which is usually pretty helpful, but it doesn't provide any further information

Carefully check the spelling of the name of your mail server. Find out from your IT/ISP whether the server requires authentication in order to send e-mail. If so, then enter your userid on your mail server and password. Confirm with your IT/ISP the port number the mail server uses to commicate with.

Click on the Test email button. A plain text e-mail is sent using the settings you have entered to the "reply to" email address at the top of the dialog. If there is anything wrong with the settings entered, then the e-mail will fail. It fails because there is something wrong with the settings.

Sorry, that's about all we can say.

Ruth:
Are you using Outlook? I usually get all the information I need by looking at the Account configuration in Outlook.

-"Mail Server" = Outlook "Outgoing mail server (SMTP)"
-"Display Name" = The name you want to show on the email (ie. Ruth - ABC Company)
-"Account Name" = Your email address
-"Password" = Your password to gain access to email
-"Port" = Outlook - click on "More settings" button then on the "Advanced" tab - Look for "Outgoing server (SMTP)"

The hard one is usually the password since many users no longer remember their password. The Outlook references are based on Outlook 2010. All of the same information is there in earlier versions; the fieldnames may be slightly different.

Where is the "more settings" tab?

In Outlook, when you edit the account settings.

Hi Bruce

I want to thank you for your posting above. It helped me resolve an ongoing problem I've been having emailing invoices - it turns out I had entered port 25 and following your instructions I realize it needed to be port 587.

I think Bruce's posting should become a tech note on Softrak's website, if it isn't already. And definitely part of the second page of the next The Score.

Steve

I would like to see it as a tech note on Softak's web site.

We are still unable to get this to work. Our IT person has tried various mail server names and account names and is certain that we have the correct port. If anyone has suggestions please post them on this forum. Thanks.