Once your SMTP configuration is successfully completed you can enable and customize email automation in GST Pro to ensure professional and reliable communication with your customers. The steps below will guide you through activating the feature and validating your setup for a seamless experience.

Step 1: Enable Email Automation

Navigate to the Automation page in GST Pro and enable the “Send from My Own Email” option. This ensures that all outgoing emails are sent using your configured email credentials.

Step 2: Configure SMTP Settings

If not already completed, set up your SMTP configuration. You can refer to the dedicated guides for:

• Gmail SMTP Setup

• Other Email Providers (SMTP Configuration)

Ensure all required details are entered correctly to avoid delivery issues.

Step 3: Customize Email Content

Once the configuration is in place, you can personalize the email subject and body based on your business requirements. This allows you to maintain consistent branding and provide relevant information to your customers.

Step 4: Test the Configuration

To verify your setup, click on the “Test Email” option. This will send a sample email to the specified address, allowing you to confirm that the email is delivered correctly along with the intended content and attachments.

By completing these steps, your email automation will be fully operational, enabling you to deliver invoices and communications efficiently, with a professional and reliable setup.

How send via GST Pro works?

The "Send via GST Pro" option provides a simple and efficient way to enable email automation without requiring any SMTP configuration. With this method emails are sent directly through GST Pro’s default mailing system ensuring a quick and hassle-free setup.

The key difference compared to SMTP-based configuration is that emails will be sent from GST Pro’s default sender address instead of your own email. All outgoing emails will be delivered from [email protected] maintaining reliable delivery without any additional setup.

This option is ideal for users who prefer a ready-to-use solution with minimal configuration while still ensuring that invoice PDFs and communication are sent seamlessly to customers.