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Email Setup

SendGrid API

The SendGrid Email API provides a simple, secure, and scalable way to send transactional and marketing emails from your application. The API allows you to customize email content and delivery settings, track email open and click-through rates, among many other things.


To use the SendGrid Email API, you will need to:

  • Sign up for a SendGrid account.
    *You will need to authenticate your domain or email account with SendGrid before it will allow you to send emails.
  • Obtain an API key.
  • From within FusionInvoice, choose “SendGrid API” as your email sending method
  • Enter the API key into the “Sendgrid Key” field.

SMTP

SMTP (Simple Mail Transfer Protocol) is a standard protocol used for sending email messages between servers and email clients.

Gmail

To use Gmail SMTP with third-party applications, you will need to follow these general steps:

1. Enable 2-Step Verification on Your Google Account

App Passwords only work if 2-Step Verification is turned on.

Visit: https://myaccount.google.com/security

Under the "Signing in to Google" section, click "2-Step Verification".

Follow the prompts to enable it.


2. Generate an App Password

Once 2-Step Verification is enabled, go back to https://myaccount.google.com/security.

Under "Signing in to Google", click "App Passwords".

If you don't see this option, make sure 2-Step Verification is fully enabled and you're signed into your account.

You may need to re-enter your password.

Under “Select app”, choose Other (Custom name) and name it something like "My SMTP App".

Click Generate.

Google will display a 16-character password. Copy this password.

Important: You won’t be able to see this password again, so make sure to save or enter it right away.


3. Use the App Password in FusionInvoice

In your email settings inside our app:

SMTP Server: smtp.gmail.com

SMTP Port: 587 (TTLS) or 465 (SSL)

Username: Your full Gmail address (e.g., [email protected])

Password: Paste the App Password you just generated (not your usual Gmail password)


Outlook

To use Outlook SMTP with third-party applications, you will need to follow these general steps:

1. Enable SMTP authentication:

Outlook requires SMTP authentication to send emails from third-party applications. To enable SMTP authentication, log in to your Outlook account and click on "Settings" (gear icon in the upper right corner), then select "View all Outlook settings" > "Mail" > "Sync email". Under "Access to less secure apps", enable the "Allow apps that use less secure sign in" option.


2. Generate an app password:

To use Outlook SMTP with third-party applications, you will need to generate an app password. This is a unique password that is specifically used for the application you want to use. To generate an app password, go to your Microsoft account security settings, click "More security options", and scroll down to "App passwords". Generate a new app password for the application you want to use.


3. Configure the third-party application:

Once you have enabled SMTP authentication and generated an app password, you will need to configure FusionInvoice to use Outlook SMTP on the email tab in system settings by choosing “SMTP” as your email sending method. You will them need to enter the following information:

  • SMTP server: smtp.office365.com (for Office 365 accounts) or smtp.live.com (for Outlook.com accounts)
  • Port: 465 (with SSL/TLS enabled)
  • Username: Your Outlook email address
  • Password: The app password you generated in step 2
  • SMTP Encryption: SSL
  • Allow Self-Signed Certificate: NO

Note: You cannot send from an email address that does not exist

PHP Mail

This is a built-in mail function that allows you to send email messages from FusionInvoice. There is no configuration, other than choosing “PHPMail” as your mail sending method.


We do not recommend this method, as using it can result in deliverability issues, particularly in shared hosting environments.

Sendmail

Sendmail is a mail transfer agent (MTA) that is used to transfer email messages from one computer to another over the Internet. The Sendmail method refers to the use of the Sendmail program to send email messages from a web server or other computer.


Sendmail is one of the most widely used MTAs and is commonly installed on Unix-based systems. It provides a simple and reliable way to send email messages from the command line or from a script.

To use the Sendmail method to send email messages from your PHP script:

  • Install Sendmail on your server.
  • Set up FusionInvoice to use Sendmail by choosing “Sendmail” as your email sending method on the email tab in System Settings.
  • Enter the path to your SendMail Directory in the “Sendmail Path” field.
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