SMTP (Simple Mail Transfer Protocol) is the standard technology used for sending emails across the internet.
You'll need to obtain SMTP server details from your email provider to complete this setup.
Complete these fields with information from your email provider:
Before saving your settings, click the Test email settings button to verify your configuration.
Manager will attempt to send a test email to confirm the SMTP connection is working correctly.
This helps identify any configuration issues before you start sending actual business emails.
If the test email fails, follow these troubleshooting steps:
• Double-check your SMTP server address, port number, and authentication settings
• Verify your username and password are correct (some providers require app-specific passwords)
• Ensure your firewall or antivirus isn't blocking the SMTP connection
• Test the same settings in another email client like Mozilla Thunderbird to isolate the issue
Once the test email succeeds, click the Update button to save your SMTP configuration.
Your email settings will be stored securely and used whenever you send emails from Manager.
After saving, you'll see a new Email button appear on transactions and reports throughout Manager.
This button lets you instantly email documents to customers and suppliers without leaving the program.
The email will include the document as a PDF attachment and use your configured SMTP settings.
Gmail users must follow these specific steps for security:
1. Enable 2-step verification in your Google account settings
2. Generate an app-specific password for Manager (Google Account → Security → App passwords)
3. Use this app-specific password instead of your regular Gmail password
4. Set the SMTP server to smtp.gmail.com and port to 587 with TLS enabled
Google requires app-specific passwords to protect your main account credentials.
Yahoo Mail users need to create an app-specific password:
1. Go to Yahoo Account Security (https://login.yahoo.com/account/security)
2. Click on 'Generate app password' under 'Account Security'
3. Select 'Other app' and enter 'Manager' as the app name
4. Click 'Generate' to create your app password
5. Copy the generated password and paste it into Manager's Password field
6. Use smtp.mail.yahoo.com as the SMTP server with port 587 or 465