Improvement: The way emails are sent by Clear Books
News posted by Tommy Chung 1 year ago
As you may be aware, most large email providers have been making changes to improve the security of their services and fight spam. This has led to a requirement to use the providers' SMTP servers and perform additional steps to allow emails to be sent from Clear Books.
Upon further review, we have noticed that this has been causing some complications for our less 'tech savvy' customers. In order to relieve these issues and to further make Clear Books clear and simple to use, our developers have created a new way in which emails can be sent.
For all new customers, we have introduced a new general email address in which emails are sent from; email@example.com to bypass the potential of emails being rejected by recipients. This can be found in the Home icon (top right) > Account. All replies will continue to be directed to the Organisation email address set in the Settings > Organisation > Details & Tax menu. For existing customers, you are able to amend your General email settings to firstname.lastname@example.org.
More details can be found in this guide
For customers who still wish to use their Organisation email address, you may need to either configure an SPF record OR use SMTP settings.
More details can be found in this guide.