Sales invoices going to junk

[Oneillms1]

Hi there. I am not getting the codes sent out from Quickfile servers? as when requested.
this could be the problem as my google account settings is all fine

[Oneillms1]

@QFMathew

smtp.gmail.com

The SMTP server requires a secure connection or the client was not authenticated. The server response was: 5.7.0 Must issue a STARTTLS command first. For more information, go to

[Kevio]

I am having the same issue and the reason the emails are getting blocked is because the receiving organisation’s email is treating the link to the customer portal as a phishing attempt.

I could prove this by resending the email manually and just removing the link. When trying to remove it from the invoice template I get an error

We could not find the token @DirectInvoiceLink@ or @DirectInvoiceURL@ . Without this token your client will have no link to the document you are sending.

So emails will continue to be quarantined by the receiving Org until this can be amended.

TBH I would prefer to just default sending a PDF rather than having to tick the box as the Client never uses the portal anyway.

Kev

[QFSteve]

Hello @Kevio

TBH I would prefer to just default sending a PDF rather than having to tick the box as the Client never uses the portal anyway.

This may help

https://support.quickfile.co.uk/t/why-cant-i-send-an-invoice-as-a-pdf/8900

Attaching a PDF copy of your invoice

Occasionally you may find clients asking if you can send a PDF copy of the invoice rather than sending a link. There are many good reasons why we haven’t designed QuickFile to work in this way, if you’re interested then you can view them all here . That said, we understand how difficult it can be to get paid on time, without forcing your clients to do something they aren’t familiar with. That’s why we allow PDF attachments to be sent for specific clients. This feature must be switched on per cl…

[Kevio]

I think you missed the point i was trying to make. I need to be able to send the email without the @DirectInvoiceLink@ or @DirectInvoiceURL@** in it

[QFMathew]

Hi @Kevio

You can still send the emails without the link, it’s just a warning. If you’re attaching a PDF, you can safely ignore the warning as they are still receiving a copy of the invoice. The link is just to view the invoice/estimate in the client portal.

[Kevio]

It wont let me save the template without those links

[QFMathew]

I’m not able to replicate this. I’ll start a private message with you shortly so we can get some screenshots and details etc.

You should see a green notification in the top right corner shortly.

[Kevio]

I clicked save again and we are all good. Thanks

[Oneillms1]

Hi there i had the email problem sorted but after 5 days i receive this message

Your SMTP settings are deactivated as there were three consecutive errors . Please correct the settings again and reactivate