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Set Up E-mail for Sending Invoices/Reports in TallyPrime

When you send your first e-mail from TallyPrime, you need to complete a one-time setup by creating an e-mail profile and authenticating your e-mail account. Once the profile is created and authenticated, you can securely send invoices, reports, and other documents directly from TallyPrime.

Step 1: Select Invoice/Report to Send E-mail

1. Open the invoice or report that you want to send.
2. Press Alt+M (Share) or select E-mail from the available options.
3. The Send E-mail screen appears.

If you are sending an e-mail for the first time, create an e-mail profile before proceeding.

Step 2: Create Your E-mail Profile

You need to create an e-mail profile only once, unless you need to create and use multiple e-mail profiles.

1. In the E-mail from field, select Create.
   
2. In the Create E-mail Profile screen:
   • The E-mail sender name appears as per the Company Name.
   • Modify the sender name if required.
   • Enter the sender e-mail address in E-mail from.
3. Set Show Additional Options to Yes.
4. Update the Username (for authentication) field, if required.
5. Select the required E-mail Server from the list.

The profile is added to the List of Profiles and is available for future use.

Step: 3 Provide E-mail Details

1. Select the required e-mail profile in the E-mail from field.
2. In the E-mail to field, select the recipients address.
3. Set Show Additional Options to Yes, if required.
4. If your e-mail provider is not listed:
   1. Select User Defined.
   2. Enter the Server Address and Port Number manually.
   3. For the Server Address, enter the SMTP server name.
   4. Enter the applicable Port Number.
   5. Set Use SSL to Yes.
      
5. For Outlook/Hotmail:
   1. Enter smtp-mail.outlook.com:25 as the Server Address.
   2. Set Use SSL/TLS on standard port to Yes.
   3. Press Ctrl+A to save the profile.
6. Enter or modify the:
   • Subject
   • Message content
     To select a predefine message template, if you have created one earlier, press Press Alt+S.
   • Attachment options

Step 4: Configure & Send E-mail

If this is your first time sending an e-mail using the selected profile, authenticate the account before sending.

1. Press M (E-mail).

2. Authenticate the e-mail account using one of the supported methods:

   • Login via Browser (OAuth) for supported providers such as Google and Microsoft.

Click here...

Login with App Password, if supported by your e-mail provider.

The e-mail is sent to the selected recipients.