Email integration lets ERPNext send invoices, notifications, and reports directly from your domain. This guide covers setting up both incoming and outgoing email.

STEP 1 Set Up Outgoing Email (SMTP)

Setup > Email Account > New

# For Gmail
Email Address: your@gmail.com
Service: Gmail
Password: App Password (not your regular password)
Enable Outgoing: Yes
Default Outgoing: Yes
SMTP Server: smtp.gmail.com
Port: 587
Use TLS: Yes

IMPORTANT: For Gmail, you need to generate an App Password. Go to Google Account > Security > 2-Step Verification > App Passwords.

STEP 2 Set Up Incoming Email (IMAP)

# Same email account, enable incoming
Enable Incoming: Yes
IMAP Server: imap.gmail.com
Port: 993
Use SSL: Yes
Email Sync Option: ALL

STEP 3 Custom SMTP (Recommended for Production)

# Using SendGrid
SMTP Server: smtp.sendgrid.net
Port: 587
Use TLS: Yes
Email Address: noreply@yourdomain.com
Password: Your SendGrid API Key

# Using Amazon SES
SMTP Server: email-smtp.us-east-1.amazonaws.com
Port: 587
Use TLS: Yes
Email Address: noreply@yourdomain.com
Password: Your SES SMTP credentials

STEP 4 Configure Email Templates

Setup > Email > Email Template > New

Name: Invoice Reminder
Subject: Invoice {{ doc.name }} - Payment Reminder
Response: |
  Dear {{ doc.customer_name }},

  This is a reminder that invoice {{ doc.name }}
  for {{ doc.grand_total }} is due on {{ doc.due_date }}.

  Please process the payment at your earliest convenience.

  Thank you.

STEP 5 Test Your Setup

# From the terminal
cd frappe-bench
bench --site mysite.local send-notifications

# Or send a test email from the UI
Setup > Email Account > Select account > Send Test Email

Troubleshooting

# Check email queue
bench --site mysite.local show-pending-emails

# Clear stuck emails
bench --site mysite.local clear-email-queue

# Check error logs
tail -f logs/worker.error.log

Once email is configured, ERPNext will automatically send notifications for order confirmations, invoice submissions, leave approvals, and any custom workflow actions you set up.