Send Email

SMTP Server

Hostname or IP address of the outgoing mail server (e.g. smtp.gmail.com or mail.yourcompany.com).

Port

SMTP port number. Common values: 25 (standard unencrypted), 465 (SSL/TLS), 587 (STARTTLS submission), or 2525 (alternate).

Authentication

Method used to authenticate with the SMTP server: Plain, Login, or CRAM-MD5. Most providers use Plain or Login.

Encrypted / Unencrypted

Whether to use an encrypted (SSL/TLS) or unencrypted connection. Use Encrypted for ports 465 and 587.

STARTTLS?

Enable STARTTLS upgrade on an initially unencrypted connection. Typically used with port 587.

Delay

Pause between sending each email in a batch. Helps avoid rate-limiting by the mail server. Set to 0 for single emails.

Rich Text / Plain Text

Choose whether the email body is sent as Rich Text (HTML formatted) or Plain Text.

Login Name

Username for SMTP authentication. Often your full email address.

Password

Password for SMTP authentication. Stored locally and in the database for convenience.

From E-mail

The sender email address that recipients will see (e.g. billing@yourcompany.com).

From Name

The sender display name that recipients will see (e.g. Your Company Accounting).

Save Settings

Saves the current SMTP configuration to the database so all workstations share the same settings.

Customer

Look up a customer by name or number. When selected, Quasar retrieves the customer's email from their address record and prompts you to add it to the Send to or Send Cc field.

Vendor

Look up a vendor. Works the same as Customer — retrieves the vendor's email address on file.

Employee

Look up an employee to retrieve their email address.

CRM Contact

Look up a CRM contact to retrieve their email address.

Send Personalized Mass Mail?

Enable to send individual emails to all customers matching the filters below. Each email is personalized with the customer's name.

Customer Type

Filter mass mail recipients by customer type (e.g. Retail, Wholesale). Only enabled when mass mail is checked.

Customer Group

Filter mass mail recipients by customer group. Only enabled when mass mail is checked.

Send to

Recipient email address(es). Multiple addresses can be separated by commas. Populated automatically when selecting a customer, vendor, employee, or contact above.

Send Cc

Carbon copy email address(es). Recipients in Cc can see all other recipients.

Subject

The email subject line. Auto-populated when sending transaction documents (e.g. "Invoice #1234").

Body

The email message text. Compose your message here, or use Load Body to import text from a file.

Attached Files

Lists all files attached to the email. When sending invoices or statements, the PDF is automatically attached.

Load Body

Import the email body text from a saved text file on disk.

Save Body

Save the current email body text to a file for reuse.

Add Attachment

Browse for one or more files to attach to the email.

Remove Attachment

Remove the currently selected attachment from the list.

Send

Send the email to all recipients. A progress bar displays during batch sends.

Cancel

Close the Send Email window without sending.