If you want to send invoices, quotations, and other documents from your Personal or work email address, you can do that seamlessly on Refrens.
In this article, we will learn:
1. Connecting Your Email With Refrens
2. Adding More Emails
3. Removing an Email
4. Sending Invoices, Quotations, etc. From Your Email
Note: This feature is only available for businesses with Books Pro, Sales CRM, or Premium Plus Plan.
1. Connecting Your Email
Go to Business Settings > Email Configurations > Connect to Gmail/Outlook:
Click "Connect to Gmail" If you want to connect your Gmail or Google Workspace account,
Click "Connect to Outlook" If you want to connect your Outlook account. As Outlook supports a variety of domains, you can connect your Hotmail, live, iCloud, Yahoo, and other email addresses with Outlook, and use them to send emails from Refrens.
When you click on "Connect to Gmail", you will see the following pop-up form:
Here, select the email address you want to connect.
Click "Continue" and you are good to go!
You can now start sending emails directly from your own email address!
Similarly, you can connect your Outlook account as well.
2. Adding More Emails
In case you want to connect other email IDs with Refrens, you can do that from "Add More"
3. Removing an Email
Go to Options > Remove to disconnect & remove your email from Refrens.
Tip: Ensure you have enabled "Use default Refrens domain in case an active connection fails" to ensure that your emails are always sent without any failure.
4. Sending Invoices, Quotations, etc. From Your Email
While sending emails, you will see your email ID in the Sender's Email field. In case you have added more emails, you can view & select one from the dropdown as shown below:
That's it! Click here to connect your email now!>