In order for us to set up the invoice emailer for you on Rapport, we will require the following from you:
- Mail server details: preferred server name, and alternative server name if applicable.
- Email address - the account for this email address will need to be created as a single user account. We suggest making the name of this email address unique, so that it's separate from your main account's mailbox.
- Preferred 'friendly' name your clients will see - this is what you would like clients to see, for example for our support email address, we might use a preferred 'friendly' name of Cubic Interactive Support Team
- Password (if you would like to arrange a telephone or teams meeting to provide this, do let me know)
After you set up the email address, can you double check that two-factor authentication (2FA) and/or multi-factor authentication (MFA) is disabled and that basic authentication is enabled, as this can cause an error to occur when you attempt to use the invoice emailer after we have set this up for you.
If you are using an extra layer of security, and after we have set this up, you have got basic authentication enabled and you're still receiving an error, you may need additional information from us, in order for the emails to pass through the extra layer of security. Please ask your IT manager for the information you require from us and I'll speak to our developers once we have the information from your IT manager.
If you have any further questions or queries regarding this, do let me know.