Email Profiles

An email profile is required when you want to send customers' invoices. You can also enable the SMTP feature for direct communication with your customers through your nominated email address instead of emails sent by Sooya email system.

If you don't setup an email profile, you will not be able to send emails to your customers.

If you don't setup your own SMTP, invoices are sent through the Sooya email system.

Adding an Email Profile

Follow the next steps to add an email profile:

• Click the Setup menu
• Click Email Profiles menu
• Click Add Email Profile
• The add email profile window appears
• Title enter a friendly display name
• Email these settings are used when generating a bank file
• SMTP for direct communications with your customers or employees, you must enable this option
• Password enter the email's password

This should be the password that you use to login to the above email address, passwords are encrypted when stored

• SMTP Server enter the SMTP server name
• SMTP Port enter the SMTP port number
• Encryption select the email encryption type

You must obtain the correct SMTP settings from your email hosting provider, you should also test your email before moving into production.

• Click Save

Testing Email Settings

Before you attempt to send an email to your employees or customers, you must ensure that your email profile works as expected, you should test the new email profile following the next steps:

• Click Test Email Settings!
• Profile select the email profile to test
• Send From enter the friendly display name and the email address
• Password enter the email's password
• SMTP Server enter the SMTP server name
• SMTP Port enter the SMTP port number
• Encryption select the email encryption type

You must obtain the correct SMTP settings from your email hosting provider, you should also test your email before moving into production.

• Contact Name enter the SMTP port number
• Email To enter another email to test, such as your presonal email

Do not use the same email that you use for this email setup, you should use another email to test and check that you successfully received the test message.

• Click Send Test Message!

If you receive a success message, means that your email profile settings are correct, you should also check the destination email to ensure that the email was successfully received.

When using a public email such as Gmail, make sure to enable the third party app acess within the email settings. For Gmail make sure to follow the instructions on the right panel of the SMTP settings window, please note that Google reset their settings when they detect the gmail wasn't used to send emails from a third party for a number of days.

Updating an Email Profile

Click the Edit button under the Action column next to the email profile that you would like to update

Updating the Email Signature

Click the Signature button under the Action column next to the email profile that you would like to update its signature

Reseting Password

Click the Reset Password button under the Action column next to the email profile that you would like to reset its password

Deleting Email Profile

Click the Delete button under the Action column next to the email profile that you would like to remove