Email Settings can be accessed from Settings > Organisation. Select Edit on the toolbar to activate fields for updating. Outgoing email must be enabled to allow emails to be sent from within Infusion. A company logo can also be added to the email. Select +Add to upload a file and Save the update.
Set the default emails and signatures for:
- Accounts Receivable: Used for Customer Invoices and Customer Statements.
- Sales: Used for Customer Quotes.
- Inventory Controller: Used for Supplier Purchase Orders.
- Accounts Payable: Used for Supplier Remittances
The signature field expands as you enter text.
A preview pane provides a sample of the email layout.
The Email Log keeps a record of all emails sent including Invoices, Statements and system generated Failed Logins and Password Changes.
Testing email settings
We recommend testing by emailing a test invoice, quote, or purchase order from the software to an email address external to your own domain.
If emails are being rejected, follow troubleshooting steps in our knowledge base article.