Before you can start emailing invoices, etc. you need to make sure that the “Email Setup” screen is configured properly. To do this, click on the “Invoicing” menu (very top of the screen) and select “Email Setup”.
Watch a video tutorial on Email Setup.
If you’re not sure what settings to use, please check with your ISP or if you’re using an email account from a web-based email provider like Gmail, Yahoo, etc. Refer to our list of common SMTP settings.
If you are getting errors when sending emails from Cashbook, please check the following:-
- Make sure you’re connected to the internet
- Make sure the recipient’s email address is correct
- Try temporarily disabling your antivirus software (in rare cases, antivirus software can block outgoing emails)
- See the “troubleshooting” section at the bottom of the SMTP Configuration page.
If you can’t resolve an error you’re getting when emailing from Cashbook, please contact support.