Configuring the PSA invoice email server

To configure the invoice email server

1. Go to Settings > Service desk > Mail server configuration.

2. In the Invoice email settings row, click the pencil icon.

3. Click the Active option switch to enable outgoing invoice emails.

4. Select the relevant mail server protocol type:

   • SMTP (default)

   • Exchange

   • Office365

     For an Office365 protocol type, the system uses the current browser session to detect if you are already signed in to a Microsoft Office365 MFA account. If you are, it activates the integration with the email details of that Microsoft account. If you are not, it asks you to sign-in.

     In this way, there is a possibility that you inadvertently activate the server integration for an incorrect account. To avoid this, sign out of your Microsoft account before activation.

5. Select the Enable SSL checkbox.

   Secure Sockets Layer (SSL) encrypts your email messages during transport. SSL is only supported in these scenarios:

   • Secure (TLS) - StartTLS - Port 587

   • Secure (SSL) - SSL - Port 465

6. Enter the host name and port.

7. Enter the account username and password.

8. In the From field, enter the account username.

   If you selected the Office365 protocol type, it supports alias email addresses in a single mailbox. When you want to use any of these addresses as the sender address, use this field. Only email addresses that are associated with the Office365 account are used. The system does not spoof any addresses.

9. Enter the Timeout value in milliseconds.

   This value specifies how long the system waits for a successful connection to your email server before it times out.

   If you are using SMTP as protocol type, select the Requires Authentication checkbox.

10. Click Test Connection to verify your outgoing email settings.

    The system validates your settings, and displays a confirmation message.

11. Click .