online-billing-service.com
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Frequently Asked Questions

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Advanced settings for sending documents by email

Our application now allows you even more to customize your business with the advanced settings function when sending documents by e-mail (A) and using your own e-mail server to send invoices (B).

A. From and subject fields customization

Step 1  is to access  ‘Configurations’, then  ‘White label’.

Advanced settings for sending documents by email - step 1

Advanced settings for sending documents by email - step 2

Here you can set the sender name and the subject prefix when sending a document by e-mail. For example, if you set   COMPANY_NAME, this will be replaced with your company name.

B. Use your own email server to send invoices

!!!NOTE!!!

Do not make any settings before reading carefully the text in the image below. You will find it before the list of settings.

Advanced settings for sending documents by email - step 3

To use your own email server for sending invoices, you must first check the box marked with an arrow and fill in the fields below, regarding your email address and the SMTP server.

Is mandatory to fill in the fields marked with * 

Advanced settings for sending documents by email - step 4

After filling in  save it and immediately will appear the following text to simplify SMTP server and address testing:

Advanced settings for sending documents by email - step 5

You can also set an application signature and name scheme for document file names:

Advanced settings for sending documents by email - step 6

Keep up the good work!

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