Email Settings Overview

Using ERPNext's email function:

Emailing of documents: Estimates and invoices will be sent via email with PDF attachments.
Notification Emails: Email notifications for workflow approvals and alerts.
Received Emails: Receive and manage emails within ERPNext.

Setting up your outgoing email account

In the search barメールアカウント Enter the following:

Click "+ Add" or an existing account.

Item Name	Description	Required
Email Address	Sender Address	✅
Password	Email account password	✅
SMTP Server	Email sending server (e.g., smtp.gmail.com)	✅
SMTP Port	Port Number (Usually: 587 or 465)	✅
Use TLS	Secure connection (usually on)	—
Default Sender	Set this account as the default sender	—

After saving the settings, send a test email using the "Send Test Email" button to verify.

When receiving emails within ERPNext:

Item Name	Description
IMAP/POP Server	Incoming Server
Enable receiving	Check on
Reception Interval	Email Check Interval (minutes)

In the search bar通知 Entering this will allow you to manage email notification rules.

Items to configure in each notification rule:

Item Name	Description
Channels	Email / System Notification
Events	Create / Save / Submit / Change Values
Conditions	Conditional expression for sending notifications
Recipients	To whom (role / specific user / document owner)
Subject	Email subject (Jinja template can be used)
Body	Email Body

Q: I'm getting a "less secure app" error in Gmail.

Create an "App Password" with your Google account and use it instead of your regular password. Two-factor authentication is required.

Q: My email is not being sent.

In the search barメールキュー Enter the following to check for errors in the send queue.

Once you have finished setting up your email, Backup and Restore Let's move on.