Mail SMTP Settings and E-Mail configurations
SMTP Settings tell the system how to send email. Without it, nothing leaves — no invoices to customers, no scheduled reports, no password resets. Configure it and test it before going live rather than discovering the gap on your first invoice run.
Where to find it
Go to Setup > E-Mail & SMTP > SMTP Setup.
SMTP Configuration
The values come from your domain or email provider — ask them for the outgoing mail settings rather than guessing.
| Field | Description |
|---|---|
| Type | The connection method your provider expects. |
| Host | The outgoing mail server address. |
| Port | The port for that server. Must match the encryption method. |
| Username | The account authorised to send. |
| Password | The password or app-specific token for that account. |
| From address | The address recipients see. It should belong to your domain, or mail is likely to be treated as spam. |
Email Testing
Send a test message before relying on the configuration. Use an address on a different provider from your own — a message to your own domain can succeed while external delivery still fails.
Test mail landing in spam is a configuration problem, not a cosmetic one. It usually means the From address does not match the sending domain, or your domain's SPF and DKIM records do not authorise this server.
Email Header and Footer
Standard content wrapped around every outgoing message — branding and a greeting at the top, contact details and any legal or confidentiality notice at the bottom. Set once here rather than repeated in each template.
If mail is not arriving
| Symptom | Where to look |
|---|---|
| Nothing sends at all | Host, port and credentials. Check Email Log for the SMTP error. |
| Sends, but arrives in spam | From address and your domain's SPF and DKIM records. |
| Some messages send, others fail | Provider sending limits, or an invalid recipient address. |
| Scheduled reports never arrive | The background job, not SMTP. See Automatic Email Reports. |
Related pages
- Email Templates — the content that gets sent
- Email Log — delivery status and errors
- Automatic Email Reports — scheduled sending
- Company Setup — the BCC address for outgoing mail