Product Documentation

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About FusionInvoice - 2024

Email Setup

SendGrid API

SMTP

Gmail

Outlook

PHP Mail

Sendmail


SendGrid API


The SendGrid Email API provides a simple, secure, and scalable way to send transactional and marketing emails from your application. The API allows you to customize email content and delivery settings, track email open and click-through rates, among many other things.


To use the SendGrid Email API, you will need to:


  1. Sign up for a SendGrid account.
    • *You will need to authenticate your domain or email account with SendGrid before it will allow you to send emails.
  2. Obtain an API key.
  3. From within FusionInvoice, choose “SendGrid API” as your email sending method
  4. Enter the API key into the “Sendgrid Key” field.


SMTP


SMTP (Simple Mail Transfer Protocol) is a standard protocol used for sending email messages between servers and email clients.


Gmail


To use Gmail SMTP with third-party applications, you will need to follow these general steps:


1. Enable less secure apps:

Gmail has a security feature that blocks access to Gmail accounts from less secure apps. You will need to enable less secure apps in your Gmail account settings to use Gmail SMTP with third-party applications. To do this, go to your Gmail account settings, click "Security", and turn on "Less secure app access".


2. Generate an app password:

To use Gmail SMTP with third-party applications, you will need to generate an app password. This is a unique password that is specifically used for the application you want to use. To generate an app password, go to your Gmail account settings, click "Security", and scroll down to "App passwords". Generate a new app password for the application you want to use.


3. Configure the third-party application:

Once you have enabled less secure apps and generated an app password, you will need to configure FusionInvoice to use Gmail SMTP on the email tab in system settings by choosing “SMTP” as your email sending method. You will them need to enter the following information:


  • SMTP server: smtp.gmail.com
  • Port: 465
  • Username: Your Gmail email address
  • Password: The app password you generated in step 2
  • SMTP Encryption: SSL
  • Allow Self-Signed Certificate: NO

Note: You cannot send from an email address that does not exist


4. Consult application's documentation:

Some third-party applications may have additional configuration options or require additional settings, so be sure to consult the application's documentation or support resources for more information.


Outlook


To use Outlook SMTP with third-party applications, you will need to follow these general steps:


1. Enable SMTP authentication:

Outlook requires SMTP authentication to send emails from third-party applications. To enable SMTP authentication, log in to your Outlook account and click on "Settings" (gear icon in the upper right corner), then select "View all Outlook settings" > "Mail" > "Sync email". Under "Access to less secure apps", enable the "Allow apps that use less secure sign in" option.


2. Generate an app password:

To use Outlook SMTP with third-party applications, you will need to generate an app password. This is a unique password that is specifically used for the application you want to use. To generate an app password, go to your Microsoft account security settings, click "More security options", and scroll down to "App passwords". Generate a new app password for the application you want to use.


3. Configure the third-party application:

Once you have enabled SMTP authentication and generated an app password, you will need to configure FusionInvoice to use Outlook SMTP on the email tab in system settings by choosing “SMTP” as your email sending method. You will them need to enter the following information:


  • SMTP server: smtp.office365.com (for Office 365 accounts) or smtp.live.com (for Outlook.com accounts)
  • Port: 465 (with SSL/TLS enabled)
  • Username: Your Outlook email address
  • Password: The app password you generated in step 2
  • SMTP Encryption: SSL
  • Allow Self-Signed Certificate: NO

Note: You cannot send from an email address that does not exist


PHP Mail


This is a built-in mail function that allows you to send email messages from FusionInvoice. There is no configuration, other than choosing “PHPMail” as your mail sending method.


We do not recommend this method, as using it can result in deliverability issues, particularly in shared hosting environments.


Sendmail


Sendmail is a mail transfer agent (MTA) that is used to transfer email messages from one computer to another over the Internet. The Sendmail method refers to the use of the Sendmail program to send email messages from a web server or other computer.


Sendmail is one of the most widely used MTAs and is commonly installed on Unix-based systems. It provides a simple and reliable way to send email messages from the command line or from a script.


To use the Sendmail method to send email messages from your PHP script:


  1. Install Sendmail on your server.
  2. Set up FusionInvoice to use Sendmail by choosing “Sendmail” as your email sending method on the email tab in System Settings.
  3. Enter the path to your SendMail Directory in the “Sendmail Path” field.
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