Configure one click email - abcsoftware/abc-docs GitHub Wiki

Version 15 includes the one-click email feature. A link on the Invoices screen lets you create an email message with the invoice attached as a PDF. This page describes what is needed to configure the email sending.

Overview

  1. Import EmailFaxPDF Setup.742. This contains the file structures and default records for the email setup.
  2. On the 0 screen, use Alt+T to select the EmailDriver file. Find the driver you want to use, and use Alt+S to select it. You can select a system default with Enter, or user-specific driver with two-digit user number.
  3. Current drivers include blat and mailsend. Mailsend includes TLS capability. If any of your computers is Windows 10 you will need to use mailsend. The GitHub page for mailsend is http://github.com/muquit/mailsend.
  4. On the 0 screen, use Alt+T to select the EmailFaxPDF file. Enter the parameters, and use Alt+S to select. You can select a system default, or user-specific parameters.
  5. With mailsend, you can add a -bc switch in front of the To Email Address switch in the email driver so you receive a copy of outgoing emails.
  6. Prepending -enc-type "7bit" to the Message Body switch, and -enc-type "base64" to the Attachment switch, can improve email readability for some email clients.

Specifics for various email providers

  • Gmail: Use the MAILSEND driver for TLS. SMTP server is "smtp.gmail.com", port 587. Login name is the full [email protected] address. Since 2022 Google no longer has the option to allow less secure apps. We recommend enabling 2FA and then getting an app password for sending SMTP. Login to your Google account settings. Under Security Options enable 2FA and get an app password. May be limited to 2,000 messages per day.
  • Office 365: Use the MAILSEND2 driver for TLS and the -ehlo switch. You may need to use a longer connect timeout option with -ct 15 or -ct 30 in front of the SMTP Server switch in the email driver. SMTP server is "smtp.office365.com," port 587. Credentials are the Office 365 account login. Limited to 30 messages per minute, and 10,000 recipients per day.
  • Exchange: Target system was SBS 2011 on a local server, port 25, no authentication. We removed the -auth and -starttls switches. Use the -ehlo switch; this seems like a requirement for Microsoft systems. Experienced 30 to 40 seconds response time, so we used -ct 90 and -read-timeout 90. SMTP Server switch: -ehlo -ct 90 -read-timeout 90 -smtp.
  • Comcast: Didn't work reliably.
  • Fatcow: Works.
  • Mandrill: Works with mailsend.
  • inmotionhosting.com: Use -ssl instead of -starttls. Port 465. Used by mail.aplusofficesupply.com.

Two-factor authentication

We do not recommend disabling two-factor authentication (2FA).

On Office365 accounts, you can generate an app password to use with ABC. On some plans, you can whitelist IP addresses to bypass 2FA.

We have been having trouble with 2FA working with Office 365. Smtp2Go has been working as an alternative.

Gmail has a similar option.