Test the email configuration
Test your messaging after each change: CAPPS connects to the server and sends a real test email. The result appears at once and stays visible in the messaging status.
Test the sending server
Open Company preferences, MAIL tab.
Click Test Configuration at the bottom of the page, or Run a connection test in the right panel. The Attempting to connect to server... message appears.
Read the result: Connection successful! The server is responding correctly. or Test failed: followed by the cause.
The test uses the values shown on screen, even if you have not saved them yet: so you can test before saving. In Custom mode, the test email, titled “TEST: Email Server Configuration - CAPPS”, is sent to the sender address.
Changing the mode, the server, the port, the username or the password clears the last test: run a new one after saving.
Read the messaging status
The Messaging status panel rates your configuration out of 100 and lists the checks (SMTP connection, port, authentication, sender, encryption, IMAP, test). It offers a Recommended action, for example “Fill in the SMTP host” or “Test Connection”, or shows No action required.
| Status | Meaning |
|---|---|
| Operational | CAPPS server, or custom server tested successfully. |
| Configured · not tested | The settings are complete, but no test has succeeded yet. |
| To secure | Encryption is turned off or self-signed certificates are accepted. |
| Action required | Incomplete configuration or last test failed. |
You also find the Last test, the Last email sent, the number of Emails sent (30 d) and the Recent history of the last five tests.
Send a test email of a template
In the EMAILS & SENDING tab, the Manual email and Automatic email cards each have a Test sending button. It sends the template with dummy data (test customer, number and amount).
Click Test sending.
Confirm: “Send a test email to the branch's report address?”. The template's copy addresses are listed after Copy to: and also receive the test.
Check the mailbox of the Shared receiving email address.
A template test goes to the Shared receiving email address, set in the REPORTS tab of Company preferences. If it is not filled in, the test fails: enter it first.
From a document's sending window
In the email sending window of an invoice or a quote, Test Configuration checks the saved configuration before a first sending: a success message appears, or the cause of the failure (otherwise Email configuration error). For the sending itself, see Preview, print and send a document.