Select Outlook if you want to send email statements to the active Outlook profile's Outbox.

Note: If you are using New Outlook for Windows, we recommend selecting Microsoft 365 or SMTP. New Outlook does not support sending email statements in a batch. See KB Article R11942, “New Outlook and Tabs3 Software,” for more information.

Select SMTP if you want to send email statements to contacts using an SMTP server.

Note: If you select SMTP, you must be configured to use an SMTP server in System Configuration (Settings | Outgoing Email Configuration) before you can successfully send email statements.

Select Microsoft 365 if you want to send email statements to contacts using an Exchange Online / Microsoft 365 server. After selecting this option, you will be prompted to enter the credentials for the Microsoft 365 account you want to use to send email statements.

Note: To use Microsoft 365, you must have an email account on an Exchange Online / Microsoft 365 server.

Note: When Microsoft 365 is selected, you must either specify a Microsoft 365 account by clicking Sign In or select one of the other Email Statements Method options (Outlook or SMTP) before, saving, closing the Customization window, or clicking another tab.