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Email Setup

Configure outgoing email so Basis can send documents and notifications to customers and suppliers.

SMTP Configuration

Go to Administration → Email (or Settings → Email). Select a provider preset or enter custom SMTP details:

Preset	SMTP Host	Port	Security
Gmail	smtp.gmail.com	587	STARTTLS
Outlook	smtp.office365.com	587	STARTTLS
Yahoo	smtp.mail.yahoo.com	587	STARTTLS
Custom	Your server	—	—

Settings

Field	Description
SMTP Host	Server address
Port	Typically 587 (STARTTLS) or 465 (SSL)
SSL/TLS	Toggle between SSL/TLS and STARTTLS
Username	Email account username
Password	SMTP password (leave blank to keep existing)
From Address	Sender email address (required)
From Name	Display name for outgoing emails
BCC Address	Optional blind copy address

Click Save, then Test Connection to send a test email and verify the configuration works.

Go to Administration → Email Templates to customise the subject and body for each document type:

Available placeholders:

{{invoice_number}}, {{party_name}}, {{invoice_date}}, {{due_date}}, {{total_amount}}, {{business_name}}, {{reference_number}}

For Gmail with 2-Step Verification, use an App Password instead of your regular password (Google Account → Security → App passwords).
Email sending is available on Server and Cloud editions. Desktop edition does not send email.