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Log into the LogiSense Billing application
Click on the Setup menu, Extensibility and then SMTP Settings
On the SMTP Settings screen click the
button to add SMTP settings
Fill out the details for your SMTP server settings and click Save
Result
Test Email:Sending a test email will verify that the SMTP settings are properly configured.
Before sending the email, first verify that the user you are currently logged in as has a valid email address setup (under Setup / Users & Accounts / Users).
Sending a test email will verify that the SMTP settings are properly configured.
Next, send a test email to the user you are currently logged in as by clicking the Send Test Email action button on the SMTP Settings screen.
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Users and Roles Optional Steps:
Optional: Users and roles define who can access the system and what they can access. See the Role Group Configuration Example article as a starting point for setting up users and roles
Account Settings Required Steps:
Account types, statuses and contacts need to be configured before proceeding to other required steps. See the Account Types Configuration Example article to start setting up the required account settings
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