To enable the ability to email customer new letters, receipts, and end-of-day reports, you will need to setup your email account within CashFootprint.  Below are the details on how to do so:


First, go to the Tools menu within CashFootprint and select Options.  Then click on the Email or Social (version 2.4 or greater) tab.  Find the provider listed below and enter your values.


If you do not see your provider listed, please Google your provider followed by "smtp settings".  (ex: Charter SMTP settings)


Password caveat: If you have 2-step verification / Two Factor Authentication turned on in your email account, you will need to generate a new app password to use with CashFootprint.  If you don't know what this means or are not sure if you have it turned on, try your normal email password.


Email Sender Information:

Your name and email address


Outgoing Server Information:


Gmail

  1. Mail Server: smtp.gmail.com
  2. Server Port: 587
  3. Check the box for "This server requires an encrypted connection (SSL)"
  4. Check the box for "This server requires authentication"
  5. Username: enter your Gmail email address (including @gmail.com)
  6. Password: enter your Gmail password.


    Next, enable other apps to use your gmail.

  1. Log into your gmail account.
  2. Click this link and turn on Access to less secure apps: https://www.google.com/settings/security/lesssecureapps
  3. Once this is On, you should be able to send the test emails.


Yahoo

  1. Mail Server: smtp.mail.yahoo.com
  2. Server Port: 587
  3. Check the box for "This server requires an encrypted connection (SSL)"
  4. Check the box for "This server requires authentication"
  5. Username: enter your Yahoo email address (including @yahoo.com)
  6. Password: enter your Yahoo password.


Hotmail

  1. Mail Server: smtp.live.com
  2. Server Port: 587
  3. Check the box for "This server requires an encrypted connection (SSL)"
  4. Check the box for "This server requires authentication"
  5. Username: enter your Hotmail email address (including @yahoo.com)
  6. Password: enter your Hotmail password.