Configure Email - User ID

Configure Email - User ID

Postby Customer Service » May 17th, 2013, 5:11 pm

Enter the email user ID you have set up for the email you wish to send invoices and statements from.

1. In Outlook, click the File tab.
2. Select the Account Settings box under ‘Account Information’.
3. Open ‘Account Settings’ and click the ‘Email’ tab.
4. Double-click the email account you will be using.
5. Under ‘Login Information’, you will see the User Name listed. Enter this information in the User ID field.


1. On the Main menu go to Tools/Account Settings.
2. In the left pane scroll down to the very bottom and highlight ‘Outgoing Server (SMTP)’.
3. In the right pane, scroll the upper frame as needed to find the desired Outgoing Server Settings.
4. Highlight the relevant entry.
5. The bottom frame will display the details needed for configuration.

For Yahoo, Gmail, and AOL email accounts, use the User ID you would use to login to your email account. AOL user IDs do not always include the “”.
Customer Service
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