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2019-06-20T17:59:01Z

Setup Email using Google Mail

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Email Setup for Keystone

== System Setup ==
=== Setup Email using standard SMTP ===
This setup applies to both email reports, and the setup required for Email Invoices and Statements.

Using the Email Configuration option on the System Maintenance menu:
* SMTP Server Name: e.g. mail.hanstone.com
* SMTP Server Port: 25
* SSL Type: None
* User Name: Login Name for email account. Sometimes the same as all or part of the email address.
* Password: Account Password
* Email From Address: Return Address for emails.
* SMTP Read Timeout (a/o 2.7.18): Leave Blank unless you encounter SSL negotiation errors.

[[Image:KSEmailConfig.PNG]]

=== Setup Email using Google Mail ===

<b>NOTE: This configuration requires Keystone 2.7.18 or higher.</b>

Using the Email Configuration option on the System Maintenance menu:
* SMTP Server Name: smtp.gmail.com
* SMTP Server Port: 587
* SSL Type: TLS Version 1
* User Name: GMail Account Username (ex: mygmailname@gmail.com)
* Password: GMail Account Password
* Email From Address: GMail Account Return Address (ex: mygmailname@gmail.com)
* SMTP Read Timeout: 500

<i>If you receive a "bad credentials" error when trying to send email from Keystone using a Google Mail account, follow the procedure below: (source: https://support.google.com/mail/thread/5621336?msgid=6292199)</i>
<pre>
Test enabling “Access for less secure apps” (which just means the client/app doesn’t use OAuth 2.0 - https://oauth.net/2/) for the account you are trying to access. It's found in the account settings on the Security tab, Account permissions (not available to accounts with 2-step verification enabled): https://support.google.com/accounts/answer/6010255?hl=en
</pre>

=== Setup for Email Invoices ===
* Setup System Option
[[Image:Ks email2a.png]]

== Email Invoices and Statements ==

* Setup Customers
::Add Contact with email address:
[[Image:Ks email cu1.png]]
::Select contact for Invoices and Statements (Email Forms Tab)
[[Image:Ks email cu2.png]]

* Setup an Email Friendly form.
:: A plain paper laser form should work well. PDF invoices work well with the multiple font, box and image features.
::See: [[Sample Forms]] and [[Invoice PDF Optimized ]] which is especially designed for email purposes.

== Using the Email Invoices Feature ==

When Printing Invoices, confirm that the option: "Include invoices that are to be emailed" is unchecked.

Run email Invoices:
* Select Session: The most recent session will appear at the top of the drop-down list.
* Setup Options:
** Invoice Form: Select specified form
** Email From: by default this is the address specified in system setup. You can modify this to include a text name or the plant name when A/R by plant is setup. The format should include the " character around the text name and the < character around the email from field.
** Subject, Email Body: Both of these fields can be adjusted as desired.
::NOTE: Drag and Drop can be used for field names.

[[Image:Ks email ar inv setupb.png | Keystone Email Setup Screen with example settings]]
== User Guide Document ==
[[Media:Email_Invoices-Statements.doc|Email Invoices/Statements user guide]]

Keystone Email Setup - Revision history

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