Xin Cube Home > Articles > Xin Invoice 3.0 User Guide > Setup Email Server
Getting Started
Company Information
Add New Company
Open Company
Update Company
Delete Company
Add Company Logo
Remove Company Logo
Set System Data
Default Document Setting
Payment Terms
Inventory Category
Reference Code
Email Format
Setup Email Server
Personal Preference

Inventory Database
Add new Inventory
Update Inventory
Delete Inventory
Add Inventory Photo
Remove Inventory Photo
Import Inventory
Export Inventory

Customer Database
Add new Customer
Update Customer
Delete Customer
Add Customer Photo
Remove Customer Photo
Import Customer
Export Customer

Sales Person Database
Add new Sales Person
Update Sales Person
Delete Sales Person
Add Sales Person Photo
Remove Sales Person Photo
Add Sales Person Signature
Remove Sales Person Signature
Import Sales Person
Export Sales Person

Draft Quotation
Generate Quotation
Update Quotation
Delete Quotation
Duplicate Quotation
Customize Template

Draft Invoice
Generate Invoice
Update Invoice
Delete Invoice
Duplicate Invoice
Import From Quotation
Generate Delivery Note
Receive Payment
Recurring Invoice
Customize Template

Credit Note
Draft Credit Note
Generate Credit Note
Update Credit Note
Delete Credit Note
Duplicate Credit Note
Import From Invoice
Customize Template

Set Password
Data Backup


Setup Email Server

You can send your Invoice, Quotation, Purchase Order, Delivery Note, Credit Note, Receipt and Customer Statement directly from Xin Invoice program. It save the steps to export the document into pdf file, attach it and email out.

1. In Xin Invoice 3.0 program, click on "Setting" tab. On the top menu, click on the drop down button under "Email", then choose "Server".
Email Server

2. There are 2 option.

(a) Use Default Email Client
By choosing this option, when you send your Invoice, Quotation, Delivery Note, Credit Note, Purchase Order or Customer Statement to your customer/vendor, Xin Invoice program will automatically connect to your computer's default email client such as Mozilla Thunderbird or Outlook Express. The default email content will be populated into your default email client to be sent to your customer easily.

(b) Define SMTP Server
This is to connect to your third party email provider. We have a list of standard email provide such as AOL, GMail, Yahoo! Mail etc. With the correct setting, your email will be sent out via these server directly.
Select Email Server Option

3. Fields Definition
Set Email Template Keyword

Fields Definition
Fields Definition
Provider Choose the standard email server provider from our Provider list. If your email server provider is not listed in our list, choose "Other"
SMTP Server SMTP server name to send out email. If you are not using any of the standard Provide in our list, please get the SMTP server name from your Internet Service Provider
Port Port Number used by the email Provider.
Email From Your email address that has been registered and will be used to send out email from Xin Invoice program. It will appear on the "From" column in the recipient's email.
Use SSL/TLS Security setting of your email provider. Some email providers have tighter security. Select this option if they use SSL/TLS. Again, you should get this information from your Internet Service Provider
Server needs authentication This is to authenticate the credentials. If you choose this option, you will need to provide the User Name and Password
User Name User Name is needed if your SMTP Server needs authentication as above setting
Password Password is needed if your SMTP Server needs authentication as above setting

4. After you have done all the setting above, click "Save" button on the top menu. After that you can send a test email by entering your email, and click "Test Now". You will receive a test email from your email server provider if everything is set correctly.
Test sending email

Next : Click here to learn how to setup your personal preference >>
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