Email Settings Screen

Last verified with: 10.8.6.0

Overview #

The Email Settings screen is used to configure the outgoing email connection that LogiSense Billing uses to send system-generated emails. These settings support email delivery for scenarios such as password workflows, invoice delivery, dunning communication, and other template-driven messages.

This screen allows administrators to define how email is sent, what sender information appears on outgoing messages, how authentication is handled, and what attachment limits apply.

Prerequisites #

Email settings can be configured immediately. There are no prerequisite configuration steps, although the required connection credentials must be available before the settings can be completed.

Email Settings Panel #

The Email Settings panel on the left lists the configured email settings. Select an email-setting record to view or edit its details in the panel on the right.

Actions #

Icon	Description
	Sends a test email to the AdminPortal user’s email address using the email settings selected
	Deletes the selected email settings
	Adds new email settings

Edit Email Settings Panel #

The Edit Email Settings panel displays the configuration for the selected email settings.

Core Fields #

• Name: Identifies the email settings record.
• Type: Defines the email connection method, such as SMTP Authentication or Google JWT.

SMTP Authentication Settings #

When SMTP Authentication is selected, the screen can display SMTP server settings such as:

• Server Host Name: Defines the outgoing mail server host name.
• Port: Defines the server port used for the connection.
• Use STARTTLS Only: Determines whether STARTTLS is used for the email connection.

Send As #

The Send As section controls the sender information that appears on outgoing messages when it is not overridden elsewhere by a template.

• Name: Defines the sender display name.
• Email Address: Defines the sender email address.

Authentication #

The Authentication section stores the credentials required for the selected email connection type.

For SMTP-based settings, this can include:

• User Name: Defines the user name used for authentication.
• Password: Defines the password associated with the configured user name.

For Google JWT-based settings, this can include:

• Private Key: Uploads the Google service account key JSON file.
• Token URL: Displays the token URL used by the connection.

Email Attachments #

The Email Attachments section controls attachment handling for system-generated emails.

• Max Size: Defines the maximum total attachment size allowed for an outgoing email.
• Notify Users: Defines which user should be notified if an email cannot be sent because the attachment size exceeds the configured limit.

Guides #

Adding Email Settings #

1. In the Email Settings panel, click Add.
2. Enter the Name.
3. Select the Type.
4. Complete the required connection settings for the selected type.
5. Complete the Send As information.
6. Complete the Authentication section.
7. Set the Max Size and Notify Users values.
8. Click Save.

Editing Email Settings #

1. In the Email Settings panel, select the email settings you want to update.
2. Update the settings as needed.
3. Click Save.

Sending A Test Email #

1. In the Email Settings panel, select the email settings you want to test.
2. Click Send Test Email.
3. Confirm that the test email is received by the current user’s email address.

Deleting Email Settings #

1. In the Email Settings panel, select the email settings you want to delete.
2. Click Delete.
3. In the confirmation dialog, click Yes.

Handling Attachment Size Issues #

If an email cannot be sent because the attachment size exceeds the configured Max Size, the user selected in Notify Users can be used to receive notice of the issue so the delivery can be handled manually if needed.