Setting up SMTP

SMTP allows a third party to access your email account in order to send emails on your behalf. The SMTP setting will allow Commusoft to send emails to your customers - these emails can be certificates, service reminders, estimates, purchase orders, invoices etc. Please note that Commusoft will not see your emails.

If you don't setup SMTP Commusoft will send automatic emails on your behalf, however there will be an 'unsubscribe' button at the bottom of the email. This is not ideal for your customers as they may unsubscribe to emails by accident.

If you are using Gmail as your email provider you may have to change a few settings within Gmail in order for SMTP to work correctly. Click here to see how to do this

To setup the SMTP details click Company settings then Setup email

Enter your email details and click Add email address

Username: This is the sender name that appears on the email you send your recipient. 


    Gmail Hotmail Yahoo All other email
Email address
Your full email address
Your email address
Password Your password for your email
Outgoing mail server The host name of the outgoing SMTP (Simple Mail Transfer Protocol) server, such as                                Contact your email address provider
Port number The port number used by the outgoing mail server. Common port numbers for outgoing mail are 25, 465, and 587 587 25 or 465 or 587 465 Contact your email address provider
Security Does the outgoing mail server support SSL or TLS encryption or none? TLS None or SSL or TLS SSL Contact your email address provider

If Commusoft doesn't recognise your email address then it will ask you for your outgoing mail server, port number, and security.

If the details you entered are correct Commusoft will email you a confirmation email with a link to verify and activate your SMTP settings. Please note that the email may have been filtered into spam or junk. Once you have clicked this link, all email communications via Commusoft will be sent via your email account. 

Emails sent through SMTP may not appear under sent items. This is simply the way your email provider handles SMTP and does not mean your emails are not being sent or received. 

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