Mail SMTP Settings and E-Mail configurations

SMTP Setup tells the ERP how to send email. Without it nothing leaves — no invoices to customers, no scheduled reports, no password resets. The page is a guided setup: pick your provider, work through five steps, and run a connection check that tests one stage at a time and says in plain words what is wrong when a stage fails.

Where to find it

Go to Setup > E-Mail & SMTP > SMTP Setup.

The status banner

The top of the page states where you stand, so you never have to guess:

It also reports how many of the recently logged emails failed, with a link to the Email Log and the latest error.

Step 1 — Your email provider

Choose your provider from the list. The provider guide then tells you what that provider actually requires, which is usually not what its marketing pages say — a Google App Password rather than the account password, Authenticated SMTP switched on for Microsoft 365, the right region for Zoho, and so on.

Step 2 — Mail server

Step 3 — Sign-in

Step 4 — Sender

Show the sender as decides the name on the message:

The page shows exactly what the customer will see, and where a reply will go, rather than leaving you to work it out.

The sending address is fixed to the SMTP account. Providers reject, or silently spam-file, mail claiming to come from an address the signed-in account is not allowed to send as — so the address that signs in is the address mail goes out from.

Step 5 — Check and test

What the connection check tests

The check works through the stages in order and stops at the first failure, so you are given one problem to fix rather than a list to interpret:

One-click fixes

Where the failure has an obvious remedy the check offers it as a button — Use port 587 with TLS, Use smtp.gmail.com. The fix is applied to the form and the check runs again without saving, so you can try a suggestion without committing to it.

Server replies are translated per provider, so a cryptic code becomes the actual cause: an app password that is needed, authenticated SMTP that is switched off, a region that is wrong.

Testing mode

Testing mode stops emails being delivered while everything else behaves normally. Use it while setting up templates or trying a process end to end. The banner says so in as many words, because nothing is more confusing than a system that reports success and sends nothing.

Advanced

Email header and footer

Standard content wrapped around every outgoing message — branding and a greeting at the top, contact details and any legal notice at the bottom. Set once here rather than repeated in each template.

If mail is still not arriving

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