SMTP/Email Configuration

PayMoney offers two email sending protocol Send mail & SMTP. To get mail for deposit, transfer, request money etc.. need to configure mail settings.

To send mail, its you should not worry about this that much.Even you don’t have to configure any thing just go to Settings->Email settings->select Send mail option, then click on submit button.

 


SMTP Configuration

To config SMTP you have to follow the following procedure. You will need to setup SMTP settings for your general email account that all emails from PayMoney will be sent. To setup SMTP Configuration to Settings ->Email Setup-> SMTP , put the necessary valid info for configuration.

The below examples are general examples how to configure SMTP to send an email, keep in mind that the examples may be different then your actual server requirements, the best is to consult with your hosting provider to provide you the correct SMTP configuration.

SMTP server over port 25

Encryption: None
SMTP Host: yoursmtphost.com
SMTP Port : 25
SMTP Email: Your email
SMTP Password: Your password

SMTP servers that require SSL connection

Encryption: SSL
SMTP Host: yoursmtphost.com
SMTP Port : 465
SMTP Email: Your email
SMTP Password: Your password

For Gmail use the following configuration:

Encryption: SSL
SMTP Host: smtp.gmail.com
SMTP Port : 465 / For TLS encryption use port 587
SMTP Email: youremail@gmail.com
SMTP Password: Your password

Its recommended to use the SMTP Email Protocol to get the best experience when sending emails from PayMoney.

If you are having problems setting up SMTP the best option is to contact your hosting provider and consult with them to give you the correct SMTP configuration or check any email logs stored on the server.

If you are using Gmail/G Suit you need to have enabled less secure apps in your account.

Common Issues:

Could not connect to SMTP host

1. The mail server is blocking connections from the server. (contact/consult your hosting provider to unblock)>
2. The server is blocking outgoing connections to the mail server.(contact/consult your hosting provider to unblock)
3. The SMTP settings entered under Setup > Settings-> Email are not correct. Consult your server administrator/hosting provider that you have entered the correct SMTP config.

Common issues with Gmail or G Suite – Invalid username or password

Invalid username or password when use Gmail or G-Suite can be a common error if you haven’t turned Less Secure Apps to ON, however, it’s recommended first to check if your password is correct.

Connect Your Gmail

By connecting your personal or business email accounts to Direct Sidekick your customers and team members will receive their invoices and emails directly from your email account not a third-party email service!

Below are the instructions for connecting some of the popular email services. Feel free to  if you have any questions and we will be happy to help!

For each of these options you will need to setup an “App Password” and I will show you how below.

Connect Your Gmail Account

1. Log into your Gmail account

2. Click on Signing in to Google link

3. Click to turn on 2-Step Verification and follow instructions given.

 3. Click to turn on 2-Step Verification and follow instructions given.

 

Direct Sidekick - Turn on 2-Step Verification

4. Click App Passwords.

5. Choose “Other” in the Select app dropdown, name it Direct Sidekick and click Generate.

6. Copy you new generated app password:

7. Login to your Direct Sidekick account and navigate to the Email Setup page (Settings -> General Settings -> Email Setup). Complete the form with the settings listed below and click Submit:

  • Email Encription – tls
  • SMTP Host: smtp.gmail.com
  • SMTP Port: 587
  • SMTP Email: your Gmail address
  • From Address: your Gmail address
  • From Name: Your name
  • SMTP Username: your Gmail address
  • SMTP Password: the App Password you just setup in step 6 above

 

 

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