Email Settings¶
Configure email delivery for receipts, notifications, and system communications.
The Email Settings module allows administrators to configure how the system sends emails for customer receipts, notifications, alerts, and other communications. Multiple email providers are supported with flexible configuration options.
Navigation: Settings โ Email
What You'll Configure¶
General email configuration and defaults
Email receipts and transaction notifications
SMTP server configuration
Gmail OAuth authentication
Microsoft Office 365 integration
Documents in This Section¶
๐ง Email Settings
General email configuration including default sender address, email provider selection, retry policies, and email queue management for system-wide communications.
Read: Email Settings โ๐งพ POS Email Settings
Configure email receipts and transaction notifications. Set when emails are sent, receipt templates, retry attempts, and customer email delivery options.
Read: POS Email Settings โ๐ฌ SMTP Configuration
Set up SMTP server for email delivery. Configure server address, port, authentication, and TLS/SSL encryption for secure email transmission.
Read: SMTP โ๐จ Gmail Setup
Configure Gmail for email delivery using OAuth authentication. Includes Google Cloud setup, credentials, and security scopes for Gmail API access.
Read: Gmail โ๐ผ Office 365 Setup
Configure Microsoft Office 365 for email delivery. Includes Azure AD setup, OAuth authentication, and tenant configuration for Exchange Online.
Read: Office 365 โEmail Providers Comparison¶
| Feature | SMTP | Gmail | Office 365 |
|---|---|---|---|
| Setup Complexity | Simple | Medium | Medium |
| Authentication | Username/Password | OAuth | OAuth |
| Reliability | Depends on server | Very High | Very High |
| Volume Limits | Unlimited | 500 emails/day* | 10,000 emails/day |
| Cost | Low/Free | Free (Google account) | Included in O365 |
| Best For | Small deployments | Google Workspace users | Office 365 users |
*Gmail has higher limits for GSuite Business accounts
Quick Start¶
1. Choose Your Email Provider¶
- SMTP - Simple, works with any email server
- Gmail - Best if using Google Workspace
- Office 365 - Best if using Microsoft 365
2. Get Credentials¶
See your provider's guide: - SMTP โ SMTP Guide - Gmail โ Gmail Setup - Office 365 โ Office 365 Setup
3. Configure Email Settings¶
- Settings โ Email โ Email Settings
- Select provider
- Enter credentials
- Test connection
- Save
4. Enable POS Email (Optional)¶
Configure when to send customer receipts via email:
- Settings โ Email โ POS Email Settings
- Enable email receipts
- Configure retry policy
- Save
5. Test Email Delivery¶
Send test email:
- Settings โ Email
- Click Send Test Email
- Verify receipt in inbox
Email Use Cases¶
Customer Receipt Delivery¶
- Automatically email receipt after sale
- Requires customer email address
- Can be triggered by customer request
Administrative Alerts¶
- Low inventory notifications
- Drawer discrepancy alerts
- System error notifications
- User account changes
Scheduled Reports¶
- Daily/weekly/monthly sales summaries
- Performance reports
- Compliance reports
Best Practices¶
- โ Test configuration before enabling
- โ Use OAuth (Gmail/Office 365) when available
- โ Monitor email delivery success rates
- โ Set appropriate retry attempts
- โ Keep backup email settings (if possible)
- โ Monitor email queue for failures
- โ Document sender email address
- โ Ensure SMTP server allows your IP
- โ Use TLS encryption for security
- โ Regularly test email delivery
Common Issues¶
Emails Not Sending¶
- Check configuration is saved
- Verify credentials are correct
- Check network connectivity to mail server
- Review retry policy in email queue
- See troubleshooting in provider guide
Authentication Failed¶
- SMTP: Verify username/password
- Gmail: Check OAuth token is valid
- Office 365: Verify tenant and client credentials
- See provider-specific guide
High Bounce Rate¶
- Verify sender email is valid
- Check email addresses being sent to
- Review email content for spam indicators
- See provider bounce handling