Common SMTP Email Settings

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• Set up email configuration

  If you have a Office 365 or Gmail email address simply click on the relevant icon and follow the login steps. Once authenticated your email has been successfully set up To set up your email configuration within LimeBooks manually, follow the steps ...

• Set up email configuration for your business

  Please note, for this functionality to work you will need to provide an email address that does not have two factor authentication set up. To set up your email configuration within LimeBooks, follow the steps below: 1) Head to Business Details 2) ...

• Convert a quote to a sales invoice

  1) Head to the Sales section 2) Click on Quote located on the left hand side of the page. You should then receive a pop up messing asking if you wish to convert the quote into a sales invoice. 3) Click continue 4) Review the sales invoice, and press ...

• Raise a sales invoice

  1) Head to the Sales section 2) Click the 'New Invoice' button 3) Select the customer you wish to raise an invoice for. a) If there are no existing customers, you can add a new customer from the business details section or you can click on the 'New' ...

• Raise a Quote

  1) Head to the Sales section 2) Click the 'Add Quote' button 3) Select the customer you wish to raise a Quote for. a) If there are no existing customers, you can add a new customer from the business details section or you can click on the 'New' ...