Sending quotes, purchase orders, and delivery notes directly from Flexina Invoicing using your Gmail or Google Workspace address facilitates communication with your customers. Here's how to configure this feature.
Prerequisites
- An active Gmail or Google Workspace account.
- Two-step verification enabled on your Google account.
- A specific application password for Flexina Invoicing software.
Configuration Steps
1. Google Account Preparation
Enable two-step verification to add a layer of security. Then generate a specific application password for Flexina Invoicing.
2. SMTP Configuration in Flexina Invoicing
Configure the SMTP settings in Flexina Invoicing with the following information:
- SMTP Server:
smtp.gmail.com - Port:
587 - Use SSL/TLS: Make sure this option is enabled.
- Username: Your complete email address.
- Password: The generated application password.
3. Test the Configuration
Use the "Test" button in Flexina Invoicing to send a test email and verify that the configuration is working correctly.
4. Sending Documents
You are now ready to use Flexina Invoicing to send documents to your customers via your Gmail or Google Workspace email address.
Troubleshooting and Tips
If you encounter problems when sending emails, double-check all settings. Also make sure your Google account allows the use of less secure apps if necessary.
