3. SUGGESTIONS, SENDINGS AND SUGGESTIONS OF INVOICES
      Back to home
      1. Help Center
      2. BILLING
      3. 3. SUGGESTIONS, SENDINGS AND SUGGESTIONS OF INVOICES

      Setting up SMTP for Gmail

      Send your invoices from OOTI using your email address and domain by configuring SMTP for Gmail.

      ✅ Activating SMTP allows you to send emails from OOTI using your own email address instead of a generic OOTI address like noreply@ooti.co .

      🔓 Required permissions

      Super Admin

      Reading time 5 mn
      Setup length 10 mn
      Steps 3

      Summary
      I/ Enable Two-Step Verification
      II/ Generate the Password

      1) Password Activation on Interface 1
      2) Password Activation on Interface 2

       

      I/ Enable Two-Step Verification


      Go to your Gmail account and click on your profile picture or initial in the top right corner. 

      Select "Manage your Google Account."

      screen setting up SMTP Gmail google account

      Click on "Security" on the left-hand side.

      screen setting up SMTP Gmail security

      Click on "2-Step Verification."

      screen setting up SMTP Gmail verification

      Click on "Get Started."

      screen setting up SMTP Gmail get started

      Enter your mobile phone number to receive the verification code via SMS.

      screen setting up SMTP Gmail verification code by sms

      Enter the code received via SMS and click "Next."

      screen setting up SMTP Gmail verification next

      Click "Turn On" to enable 2-Step Verification.

      screen setting up SMTP Gmail unable verification

      Now, you can click the back arrow in the top left corner next to "2-Step Verification."

      screen setting up SMTP Gmail step 2 verification

       

      II/ Generate the Password

       

        1) Password Activation on Interface 1

        ⚠️ There are two different interfaces in Gmail depending on your email settings. Choose the section that corresponds to your interface.

        In the general menu, stay on "Security" and click on "App passwords."

        screen setting up SMTP Gmail generate password

        Select "Other" and enter "SMTP" for example, then choose your device (your computer) and click "Generate."

        screen setting up SMTP Gmail generate password computer

        Gmail will generate a password to be saved in the yellow box. Please make sure to save this password. It will be used later on OOTI to connect your mailbox to OOTI.

        screen setting up SMTP Gmail password

        Your application-specific password for SMTP is generated.

        screen setting up SMTP Gmail password generated

         

        2) Password Activation on Interface 2

        In the general menu, stay on "Security" and click on "App passwords."

        screen setting up SMTP Gmail app passwords

        Then scroll down to the bottom of the page and click on "App passwords."

        screen setting up SMTP Gmail app passwords

        Next, select the field "Other (Custom name)."

        screen setting up SMTP Gmail other custom name

        Rename your field and click "Generate" to obtain the password.

        screen setting up SMTP Gmail generate password

        ⚠️ The generated password is unique, so make sure to note it down carefully.

         

        III/ Configure OOTI

         

        Click on your First name at the top right corner. 

        Go to "Settings" > "Invoicing" on the left-hand side.

        Click on "Emails" > "SMTP Settings" tab.

        Enable SMTP by clicking on the toggle button.

        screen setting up SMTP Gmail OOTI configure

        Click on "+ Add SMTP Settings."

        screen setting up SMTP Gmail OOTI add SMTP settings

        Fill out the form as follows (applicable for Gmail):

          • Name: Title of the parameter for internal reference (not visible in the email).
          • Sent by (name): Title/name of the sender (visible in the email).
          • Sent by (email): Sender's email address (visible in the email).
          • User name: Your email address.
          • Password: Password generated by your email provider.
          • Protocol: TLS.
          • Host: smtp.gmail.com.
          • Port: 587.

        Click on Save.

        screen setting up SMTP Gmail smtp settings

        Next, click on the options "..." and select "Verify settings."

        After a few minutes, the status should change to "Verified."

        Don't forget to assign the SMTP mail in the "Email Templates" tab. Click on a template, and in the "SMTP" field, select the one you just created.

        screen setting up SMTP Gmail verify settings

        Now you can send your emails (invoices, subcontractors' certificates, and reminders) from OOTI using your email! 🎉
        Configure multiple SMTPs if you want the sending mailbox to be different for different templates. For example, you can have one address for sending invoices and another for reminders.