EMAIL SETTINGS
PERIFACT main menu SETTINGS - EXTRAs, [Email] tab.
General
Sender email: This is the email address of which users can see where it came from. Are you using Outlook? Then Outlook may be using its own sender data entered in Outlook. If you use the "Manual email send settings" then this setting will be applied. For example: info@mooiefietsentekoop.nl
Sender name: This is the text the recipient will see. For example, "Two-wheelers for everyone."

Use company data
- If OFF: Then the sender email and sender name data you enter in the image above will be used.
- If ON: the sender name and sender email from the company data you used at menu SETTINGS - BUSINESS DATA. This is useful if you have entered multiple companies.
Caution! Some email providers do not always allow you to send something with a domain name unknown to your provider. In the sense that the name does not belong to your email account. For example: if your sender email info@koninklijkhuis.nl is then this will not work.
Send your own copy with shipment
If ON then a copy email (read: a BCC copy, so your customer won't notice) will be sent via email to the listed 'Sender Email' address as shown in the image above.
UBL - ideal for larger companies
Send UBL invoices: If this option is enabled, when sending an invoice (as a PDF file), a UBL document (an XML file) is automatically attached. According to UBL specifications, a UBL file should always be sent together with a PDF.
A UBL file is a standardized format that is especially useful for accounting for larger companies. It allows automatic processing of invoice data, which saves time and reduces errors.
Show Outlook on dispatch
This setting controls whether Outlook is opened visibly when sending emails from PERIFACT.
Enabled (ON): If this option is enabled, PERIFACT opens the Outlook application when you send an e-mail. This gives you the opportunity to modify the e-mail before it is sent, for example by changing the text, adding attachments or modifying the recipients.
Disabled (OFF): If this option is disabled, PERIFACT uses Outlook in the background to send the e-mail without opening the Outlook window. This process is faster because you don't have to do any additional operations in Outlook. The e-mail is sent immediately with the set parameters.
Manual send settings
If Outlook is not installed on your PC or you do not want to use it then you can send emails via PERIFACT. Consult your hosting provider for proper SMTP settings. ( Or cheat in your email program you use on your PC ). Google users also read the paragraph below it!
SMTP hostname: these settings is from your email provider. Here could be for example: smtp.ziggo.nl. Your provider can tell you what SMTP settings you should have. If you have UPC it could be quite different. In most email programs on your PC you can also find these settings! Google users please read the following paragraph below!
Sample SMTP host names of large institutions are: "smpt.ziggo.co.uk“, “smtp.live.com" or "smtp.google.com" Check with your email provider to see what your SMTP settings are!
Username: this is the account you got from your provider. Usually this is your email address.
Password: this is the password belonging to your username
Gate:
- Port 25 is normally intended for connections without SSL. Is almost no longer used
- Port 465 or 587 is commonly used with SSL (read:secure) connections. Port 465 or 587 are the most common ports. You will usually have to enable the SSL option (see below). Consult your email/hosting provider for the correct port!
SSL: This is usually ON these days. If ON then you have a secure connection to your hosting provider.
GOOGLE users
To send emails through a Google account, there are a few things to check and/or set up with Google itself. Google is a fine email provider but has several safeguards to prevent abuse. Take the following steps:
In PERIFACT, activate the MANUAL SETTINGS:
- Enter as STMP hostname: smtp.gmail.com
- Username: ... your Google email address....
- Password: ... your Google password...
- Port : 587
- Use SSL: ON
Perform the further actions as still described below!

And now comes something important; you need to turn "Access by less secure apps" ON in Google, via this link: https://myaccount.google.com/lesssecureapps. PERIFACT ( and many other apps) are unknown to Google, Google only knows its own stuff, so that's why you need to turn this ON. If that doesn't work, also read the info below.
Do you get a notification that "AUTHENTICATION IN 2 STEPS" - is on?
Do you see a notification from Google that after clicking the link above you can NOT turn on "Access by less secure apps"?
Then we need to go create a password specifically for PERIFACT, go back to your account: https://myaccount.google.com/security And from the left menu, select SECURITY and select "APP PASSWORDS"
Select "EMAIL" from the selection list:
Select "WINDOWS COMPUTER" from the 2nd drop-down list and press the "GENERATE" button
A password will now appear. Enter this password ( without spaces ) in PERIFACT.