EFT Processing Email Tab

The Email tab lets you define your email server. When you fill in the email option on the EFT Processing Options, it will email directly to your email server using SMTP .

Tip: In EFT Processing, if you are using the SMTP Email option, you can use the cc or bcc option on the EFT Options\AP and AR email tab if you want a copy of the emailed remittance advice in Outlook.


If you leave the SMTP details blank in EFT Processing> Options Tab, the Sage 300 default way of sending emails will be used. However, the program cannot verify that the email has been sent and cannot report the number of emails sent.

  • It will use SMTP if the "Use SMTP" Option is selected on the Company Profile,

  • If the details are not filled in, it will use Microsoft Outlook

For more details, refer to Emailing from Sage 300 in Sage 300 documentation.


If you want to use the ability to password protect the PDF attached to emails in EFT Processing, you need to use EFT's SMTP options.

Similarly, if you want to save a copy of the Payslip/paystub in the directory configured on the EFT Setup> Options > Default Advice Tab, you need to fill in the A/P Email or the Payroll Email SMTP details. If emails are sent using default Sage's configuration through Outlook, a copy of the file will not be saved.

SMTP Email Field details

Email Server / Username and password:

smtp.domain.com:587 Enter the details of the SMTP Server you want to email from. The default port is generally port 587 with TLS.  

Tip: You can specify a port number after filling in the email server details.  After the email server name, enter “:xx” i.e. colon  xx where xx is the port number required

Example: To add port 587 to the SMTP server, add :587 after the server address - smtp.office365.com:587

and : Enter a correct combination of Email user and password


If your SMTP server requires TLS Encryption, select TLS.

If you leave this field as None, no encryption will be done.

Note: This setting affects data encryption and authentication. Consult your IT professional or SMTP server documentation to determine which setting to use.

TLS Version

You don't select a specific TLS version.

Orchid uses the .Net SmtpClient class to send emails. The SMTP Client uses the protocol configured on the operating system, based on the .NET version installed.

The email function supports Ssl3, Tls1.0, Tls1.1, Tls1.2 and Tls1.3.


Microsoft has recently stopped support for TLS1.0 and TLS1.1. Support for TLS 1.2 was added to Orchid modules in April 2020 and applies to Sage 300 versions 2018 and above.

If you have any issues emailing, please ensure you download and install the latest product update for your Sage 300 version.

Noteworthy considerations

Note: Check your email server to see if it requires a username/password.  Some require it to be blank, for some it does not matter.

Note: Some email servers will allow you to log on as a certain user and send email as anyone, others will only allow you to send email as the logged on user. So if you log on as "Joe", but try to send as admin@testdomain, some email servers won't allow it.

Testing Email Configuration.

You can use the "Send Test Email..." to check your email settings.  You will be prompted to enter an email address to send the test email to.

Tip: Test sending to an email address in the same domain as your SMTP Server and one outside of your domain.

Tip: CC doesn't work when testing. Even if you configure a CC address in the Email Tab,, the test email is only sent to the email address you enter when testing.


Refer to the examples below for detailed settings with commonly used mail providers, such as Office 365 and Gmail.

Example: SMTP Email: Configure with Office 365 and Gmail

Troubleshooting Sending emails

Email Troubleshooting